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Forum Private Client Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Forum Private Client 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 		$4.1M Sell
47,565
-87
-0.2% -$7.32K 1.22% 20
2026
Q1 		$3.47M Sell
47,652
-198
-0.4% -$15.4K 1.16% 21
2025
Q4 		$3.89M Sell
47,850
-762
-2% -$61.8K 1.33% 21
2025
Q3 		$3.89M Sell
48,612
-1,296
-3% -$99K 1.38% 22
2025
Q2 		$3.65M Buy
49,908
+846
+2% +$55.7K 1.41% 21
2025
Q1 		$3.03M Sell
49,062
-204
-0.4% -$13.8K 1.32% 23
2024
Q4 		$3.37M Sell
49,266
-1,206
-2% -$81K 1.5% 20
2024
Q3 		$3.23M Sell
50,472
-2,748
-5% -$170K 1.43% 21
2024
Q2 		$3.32M Sell
53,220
-1,296
-2% -$75.6K 1.58% 20
2024
Q1 		$3.13M Sell
54,516
-7,206
-12% -$396K 1.51% 20
2023
Q4 		$3.2M Buy
+61,722
New +$2.98M 1.67% 20
2023
Q3 		– Sell
-67,812
Closed -$3.2M – 70
2023
Q2 		$3.2M Sell
67,812
-6,270
-8% -$272K 1.83% 18
2023
Q1 		$3.08M Sell
74,082
-3,492
-5% -$136K 1.95% 19
2022
Q4 		$2.76M Buy
77,574
+504
+0.7% +$18.5K 1.9% 17
2022
Q3 		$2.75M Sell
77,070
-2,298
-3% -$92.4K 2.05% 16
2022
Q2 		$2.95M Buy
79,368
+18,066
+29% +$742K 2.14% 16
2022
Q1 		$2.94M Buy
+61,302
New +$2.9M 2.28% 14

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 Private Client Group's VUG Position: Q2 2026 in Review

Forum Private Client Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.18% in Q2 2026, selling an estimated $7.32K and leaving 47,565 shares worth $4.1M. The position accounts for 1.22% of the portfolio, ranked #20.

Forum Private Client Group first reported a position in VUG in Q1 2022 and has held it in 17 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Forum Private Client Group held 47,565 shares of Vanguard Morningstar Growth ETF worth $4.1M as of Q2 2026.
  • Forum Private Client Group sold 87 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $7.32K.
  • Vanguard Morningstar Growth ETF made up 1.22% of Forum Private Client Group's portfolio in Q2 2026, its #20 holding.
  • Forum Private Client Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.