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Fortis Group Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fortis Group 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 		$4.66M Sell
54,057
-270,651
-83% -$22.8M 0.74% 37
2026
Q1 		$4.52M Buy
324,708
+267,186
+464% +$20.8M 0.75% 34
2025
Q4 		$4.62M Buy
57,522
+1,848
+3% +$150K 0.77% 27
2025
Q3 		$4.63M Buy
55,674
+8,052
+17% +$615K 0.8% 28
2025
Q2 		$3.61M Buy
47,622
+6,780
+17% +$446K 0.66% 43
2025
Q1 		$2.52M Buy
40,842
+5,400
+15% +$364K 0.49% 60
2024
Q4 		$2.42M Buy
35,442
+5,382
+18% +$362K 0.45% 57
2024
Q3 		$1.92M Buy
30,060
+2,322
+8% +$144K 0.36% 64
2024
Q2 		$1.73M Buy
27,738
+3,342
+14% +$195K 0.34% 62
2024
Q1 		$1.4M Buy
24,396
+6,246
+34% +$343K 0.26% 77
2023
Q4 		$759K Buy
18,150
+210
+1% +$10.1K 0.19% 58
2023
Q3 		$747K Sell
17,940
-1,812
-9% -$85.6K 0.23% 51
2023
Q2 		$932K Buy
19,752
+1,146
+6% +$49.7K 0.25% 63
2023
Q1 		$782K Buy
+18,606
New +$724K 0.24% 54
2020
Q3 		$4K Buy
+108
New +$3.99K ﹤0.01% 359

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

Fortis Group Advisors's VUG Position: Q2 2026 in Review

Fortis Group Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 83% in Q2 2026, selling an estimated $22.8M and leaving 54,057 shares worth $4.66M. The position accounts for 0.74% of the portfolio, ranked #37.

Fortis Group Advisors first reported a position in VUG in Q3 2020 and has held it in 15 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Fortis Group Advisors held 54,057 shares of Vanguard Morningstar Growth ETF worth $4.66M as of Q2 2026.
  • Fortis Group Advisors sold 270,651 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $22.8M.
  • Vanguard Morningstar Growth ETF made up 0.74% of Fortis Group Advisors's portfolio in Q2 2026, its #37 holding.
  • Fortis Group Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 15 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.