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Fortress Private Ledger’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fortress Private Ledger’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 		$455K Buy
5,283
+189
+4% +$15.9K 0.12% 174
2026
Q1 		$371K Buy
5,094
+522
+11% +$40.6K 0.12% 161
2025
Q4 		$372K Hold
4,572
– – 0.12% 143
2025
Q3 		$365K Buy
4,572
+492
+12% +$37.6K 0.13% 139
2025
Q2 		$298K Sell
4,080
-444
-10% -$29.2K 0.14% 145
2025
Q1 		$280K Buy
4,524
+528
+13% +$35.6K 0.16% 134
2024
Q4 		$273K Buy
+3,996
New +$268K 0.17% 109

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

Fortress Private Ledger's VUG Position: Q2 2026 in Review

Fortress Private Ledger increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 5,283 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #174.

Fortress Private Ledger first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,890 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Fortress Private Ledger held 5,283 shares of Vanguard Morningstar Growth ETF worth $455K as of Q2 2026.
  • Fortress Private Ledger bought 189 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $15.9K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Fortress Private Ledger's portfolio in Q2 2026, its #174 holding.
  • Fortress Private Ledger first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,890 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.