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Fort Sheridan Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fort Sheridan 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 		$3.43M Buy
39,820
+2,548
+7% +$214K 0.37% 55
2026
Q1 		$2.71M Buy
37,272
+2,874
+8% +$224K 0.33% 58
2025
Q4 		$2.8M Buy
34,398
+582
+2% +$47.2K 0.36% 49
2025
Q3 		$2.7M Buy
33,816
+4,236
+14% +$324K 0.35% 49
2025
Q2 		$2.16M Buy
29,580
+6,294
+27% +$414K 0.31% 62
2025
Q1 		$1.44M Buy
23,286
+1,026
+5% +$69.2K 0.22% 75
2024
Q4 		$1.52M Buy
22,260
+42
+0.2% +$2.82K 0.22% 79
2024
Q3 		$1.42M Buy
22,218
+378
+2% +$23.4K 0.22% 77
2024
Q2 		$1.36M Buy
21,840
+1,164
+6% +$67.9K 0.22% 78
2024
Q1 		$1.19M Sell
20,676
-498
-2% -$27.4K 0.22% 78
2023
Q4 		$1.1M Buy
21,174
+2,268
+12% +$109K 0.22% 74
2023
Q3 		$858K Sell
18,906
-180
-0.9% -$8.5K 0.19% 87
2023
Q2 		$900K Buy
19,086
+36
+0.2% +$1.56K 0.21% 82
2023
Q1 		$792K Buy
19,050
+3,006
+19% +$117K 0.2% 86
2022
Q4 		$570K Buy
16,044
+888
+6% +$32.7K 0.19% 98
2022
Q3 		$540K Buy
15,156
+408
+3% +$16.4K 0.18% 97
2022
Q2 		$548K Buy
14,748
+426
+3% +$17.5K 0.18% 94
2022
Q1 		$687K Buy
14,322
+456
+3% +$21.6K 0.2% 86
2021
Q4 		$742K Buy
13,866
+372
+3% +$19.4K 0.21% 78
2021
Q3 		$653K Sell
13,494
-378
-3% -$18.8K 0.21% 85
2021
Q2 		$663K Buy
13,872
+162
+1% +$7.36K 0.22% 81
2021
Q1 		$587K Buy
13,710
+5,598
+69% +$239K 0.23% 70
2020
Q4 		$342K Buy
8,112
+318
+4% +$12.7K 0.17% 85
2020
Q3 		$296K Sell
7,794
-138
-2% -$5.09K 0.18% 78
2020
Q2 		$267K Sell
7,932
-1,080
-12% -$33.2K 0.16% 79
2020
Q1 		$235K Sell
9,012
-36
-0.4% -$1.08K 0.17% 70
2019
Q4 		$275K Buy
+9,048
New +$261K 0.15% 85

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Fort Sheridan Advisors's VUG Position: Q2 2026 in Review

Fort Sheridan Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.8% in Q2 2026, buying an estimated $214K and bringing the position to 39,820 shares worth $3.43M. The position accounts for 0.37% of the portfolio, ranked #55.

Fort Sheridan Advisors first reported a position in VUG in Q4 2019 and has held it in 27 quarters since. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Fort Sheridan Advisors held 39,820 shares of Vanguard Morningstar Growth ETF worth $3.43M as of Q2 2026.
  • Fort Sheridan Advisors bought 2,548 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $214K.
  • Vanguard Morningstar Growth ETF made up 0.37% of Fort Sheridan Advisors's portfolio in Q2 2026, its #55 holding.
  • Fort Sheridan Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.