Foresight Capital Management Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Foresight Capital Management Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$415K	Buy	4,813 +499	+12%	+$42K	0.2%	59
2026 Q1	$314K	Sell	4,314 -60	-1%	-$4.67K	0.17%	61
2025 Q4	$356K	Buy	4,374 +90	+2%	+$7.3K	0.19%	62
2025 Q3	$342K	Hold	4,284	–	–	0.19%	56
2025 Q2	$313K	Hold	4,284	–	–	0.18%	64
2025 Q1	$265K	Sell	4,284 -126	-3%	-$8.5K	0.16%	67
2024 Q4	$302K	Hold	4,410	–	–	0.18%	60
2024 Q3	$282K	Buy	4,410 +648	+17%	+$40.2K	0.17%	58
2024 Q2	$235K	Hold	3,762	–	–	0.16%	55
2024 Q1	$216K	Buy	+3,762	New	+$207K	0.16%	60

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Foresight Capital Management Advisors's VUG Position: Q2 2026 in Review

Foresight Capital Management Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, buying an estimated $42K and bringing the position to 4,813 shares worth $415K. The position accounts for 0.2% of the portfolio, ranked #59.

Foresight Capital Management Advisors first reported a position in VUG in Q1 2024 and has held it in 10 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Foresight Capital Management Advisors held 4,813 shares of Vanguard Morningstar Growth ETF worth $415K as of Q2 2026.
Foresight Capital Management Advisors bought 499 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $42K.
Vanguard Morningstar Growth ETF made up 0.2% of Foresight Capital Management Advisors's portfolio in Q2 2026, its #59 holding.
Foresight Capital Management Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.