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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
Q2 		$1.95M Buy
22,599
+1,185
+6% +$99.7K 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% -$7.93K 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

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

Foster Group's VUG Position: Q2 2026 in Review

Foster Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q2 2026, buying an estimated $99.7K and bringing the position to 22,599 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #94.

Foster Group first reported a position in VUG in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.23M in Q3 2025. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Foster Group held 22,599 shares of Vanguard Morningstar Growth ETF worth $1.95M as of Q2 2026.
  • Foster Group bought 1,185 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $99.7K.
  • Vanguard Morningstar Growth ETF made up 0.05% of Foster Group's portfolio in Q2 2026, its #94 holding.
  • Foster Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 19 quarters since.
  • Foster Group's Vanguard Morningstar Growth ETF position peaked at $2.23M in Q3 2025.
  • 2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.