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Forum Financial Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Forum Financial 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 		$4.22M Sell
49,040
-1,258
-3% -$106K 0.05% 58
2026
Q1 		$3.66M Buy
50,298
+5,586
+12% +$435K 0.05% 60
2025
Q4 		$3.64M Sell
44,712
-702
-2% -$57K 0.05% 89
2025
Q3 		$3.63M Buy
45,414
+120
+0.3% +$9.17K 0.05% 82
2025
Q2 		$3.31M Buy
45,294
+1,884
+4% +$124K 0.05% 79
2025
Q1 		$2.68M Buy
43,410
+1,476
+4% +$99.5K 0.04% 88
2024
Q4 		$2.87M Buy
41,934
+78
+0.2% +$5.24K 0.05% 83
2024
Q3 		$2.68M Buy
41,856
+912
+2% +$56.5K 0.04% 78
2024
Q2 		$2.55M Buy
40,944
+11,208
+38% +$654K 0.05% 74
2024
Q1 		$1.71M Sell
29,736
-14,790
-33% -$813K 0.03% 131
2023
Q4 		$2.31M Sell
44,526
-3,522
-7% -$170K 0.04% 81
2023
Q3 		$2.18M Sell
48,048
-1,854
-4% -$87.6K 0.05% 79
2023
Q2 		$2.35M Buy
49,902
+15,564
+45% +$675K 0.05% 73
2023
Q1 		$1.43M Buy
34,338
+630
+2% +$24.5K 0.04% 107
2022
Q4 		$1.2M Buy
33,708
+2,730
+9% +$100K 0.04% 117
2022
Q3 		$1.1M Sell
30,978
-1,290
-4% -$51.9K 0.05% 105
2022
Q2 		$1.2M Sell
32,268
-9,360
-22% -$385K 0.06% 107
2022
Q1 		$2M Sell
41,628
-4,878
-10% -$231K 0.1% 63
2021
Q4 		$2.49M Buy
+46,506
New +$2.42M 0.13% 53

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

Forum Financial Management's VUG Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $106K and leaving 49,040 shares worth $4.22M. The position accounts for 0.05% of the portfolio, ranked #58.

Forum Financial Management first reported a position in VUG in Q4 2021 and has held it in 19 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Forum Financial Management held 49,040 shares of Vanguard Morningstar Growth ETF worth $4.22M as of Q2 2026.
  • Forum Financial Management sold 1,258 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $106K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #58 holding.
  • Forum Financial Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.