Fort Vancouver Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fort Vancouver Investment Management’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	$3.78M	Sell	43,830 -5,148	-11%	-$433K	1.76%	16
2026 Q1	$3.57M	Sell	48,978 -1,830	-4%	-$142K	1.81%	16
2025 Q4	$4.13M	Sell	50,808 -3,012	-6%	-$244K	2.21%	16
2025 Q3	$4.3M	Sell	53,820 -648	-1%	-$49.5K	2.39%	16
2025 Q2	$3.98M	Sell	54,468 -4,416	-7%	-$291K	2.72%	16
2025 Q1	$3.64M	Sell	58,884 -744	-1%	-$50.2K	2.79%	15
2024 Q4	$4.08M	Hold	59,628	–	–	3.46%	11
2024 Q3	$3.82M	Sell	59,628 -96	-0.2%	-$5.95K	3.29%	11
2024 Q2	$3.72M	Buy	+59,724	New	+$3.48M	3.57%	9

Other funds holding VUG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Fort Vancouver Investment Management's VUG Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q2 2026, selling an estimated $433K and leaving 43,830 shares worth $3.78M. The position accounts for 1.76% of the portfolio, ranked #16.

Fort Vancouver Investment Management first reported a position in VUG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.3M in Q3 2025. 1,697 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fort Vancouver Investment Management held 43,830 shares of Vanguard Morningstar Growth ETF worth $3.78M as of Q2 2026.
Fort Vancouver Investment Management sold 5,148 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $433K.
Vanguard Morningstar Growth ETF made up 1.76% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #16 holding.
Fort Vancouver Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 9 quarters since.
Fort Vancouver Investment Management's Vanguard Morningstar Growth ETF position peaked at $4.3M in Q3 2025.
1,697 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.