Fortitude Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fortitude Advisory Group’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	$916K	Buy	10,630 +634	+6%	+$53.3K	0.35%	61
2026 Q1	$728K	Buy	9,996 +5,616	+128%	+$437K	0.33%	64
2025 Q4	$356K	Buy	+4,380	New	+$355K	0.15%	115
2022 Q2	–	Sell	-270	Closed	-$13K	–	1281
2022 Q1	$13K	Sell	270 -780	-74%	-$36.9K	0.01%	960
2021 Q4	$56K	Buy	+1,050	New	+$54.7K	0.03%	516

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 22.96% 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

Fortitude Advisory Group's VUG Position: Q2 2026 in Review

Fortitude Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.3% in Q2 2026, buying an estimated $53.3K and bringing the position to 10,630 shares worth $916K. The position accounts for 0.35% of the portfolio, ranked #61.

Fortitude Advisory Group first reported a position in VUG in Q4 2021 and has held it in 5 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Fortitude Advisory Group held 10,630 shares of Vanguard Morningstar Growth ETF worth $916K as of Q2 2026.
Fortitude Advisory Group bought 634 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $53.3K.
Vanguard Morningstar Growth ETF made up 0.35% of Fortitude Advisory Group's portfolio in Q2 2026, its #61 holding.
Fortitude Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 5 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.