Foster Group
VUG icon

Foster Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Foster 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
Q3 		$2.09M Buy
23,227
+628
+3% +$55K 0.06% 88
2026
Q2 		$1.95M Buy
22,599
+1,185
+6% +$100K 0.05% 94
2026
Q1 		$1.56M Buy
21,414
+246
+1% +$19.1K 0.05% 92
2025
Q4 		$1.72M Sell
21,168
-6,750
-24% -$548K 0.05% 86
2025
Q3 		$2.23M Buy
27,918
+13,284
+91% +$1.02M 0.07% 75
2025
Q2 		$1.07M Buy
14,634
+2,736
+23% +$180K 0.04% 99
2025
Q1 		$735K Hold
11,898
– – 0.03% 104
2024
Q4 		$814K Buy
11,898
+816
+7% +$54.8K 0.03% 94
2024
Q3 		$709K Buy
11,082
+3,210
+41% +$199K 0.03% 108
2024
Q2 		$491K Buy
7,872
+1,158
+17% +$67.5K 0.02% 128
2024
Q1 		$385K Buy
6,714
+2,184
+48% +$120K 0.02% 138
2023
Q4 		$206K Hold
4,530
– – 0.01% 163
2023
Q3 		$206K Sell
4,530
-168
-4% -$7.94K 0.01% 163
2023
Q2 		$222K Sell
4,698
-360
-7% -$15.6K 0.01% 159
2023
Q1 		$210K Sell
5,058
-642
-11% -$25K 0.01% 152
2022
Q4 		$202K Buy
+5,700
New +$210K 0.02% 143
2022
Q2 		– Sell
-4,590
Closed -$220K – 150
2022
Q1 		$220K Hold
4,590
– – 0.02% 131
2021
Q4 		$245K Hold
4,590
– – 0.02% 124
2021
Q3 		$222K Hold
4,590
– – 0.02% 133
2021
Q2 		$219K Buy
+4,590
New +$208K 0.03% 130

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Foster Group's VUG Position: Q3 2026 in Review

Foster Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q3 2026, buying an estimated $55K and bringing the position to 23,227 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #88.

Foster Group first reported a position in VUG in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.23M in Q3 2025. 655 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Foster Group held 23,227 shares of Vanguard Morningstar Growth ETF worth $2.09M as of Q3 2026.
  • Foster Group bought 628 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $55K.
  • Vanguard Morningstar Growth ETF made up 0.06% of Foster Group's portfolio in Q3 2026, its #88 holding.
  • Foster Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Foster Group's Vanguard Morningstar Growth ETF position peaked at $2.23M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.