FVWA
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Foster Victor Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Foster Victor Wealth Advisors’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 		$566K Buy
6,503
+419
+7% +$35.3K 0.03% 172
2026
Q1 		$483K Buy
6,084
+36
+0.6% +$2.8K 0.03% 169
2025
Q4 		$489K Sell
6,048
-378
-6% -$30.7K 0.03% 164
2025
Q3 		$516K Sell
6,426
-4,986
-44% -$381K 0.03% 147
2025
Q2 		$842K Sell
11,412
-8,928
-44% -$588K 0.06% 121
2025
Q1 		$1.22M Sell
20,340
-1,140
-5% -$76.9K 0.1% 109
2024
Q4 		$1.49M Sell
21,480
-1,332
-6% -$89.5K 0.11% 104
2024
Q3 		$1.47M Sell
22,812
-2,346
-9% -$145K 0.12% 104
2024
Q2 		$1.62M Sell
25,158
-906
-3% -$52.8K 0.14% 103
2024
Q1 		$1.5M Sell
26,064
-3,030
-10% -$167K 0.14% 93
2023
Q4 		$1.49M Sell
29,094
-1,188
-4% -$57.3K 0.15% 89
2023
Q3 		$1.4M Sell
30,282
-462
-2% -$21.8K 0.16% 85
2023
Q2 		$1.45M Sell
30,744
-2,610
-8% -$113K 0.16% 89
2023
Q1 		$1.38M Sell
33,354
-2,076
-6% -$80.7K 0.17% 86
2022
Q4 		$1.26M Buy
35,430
+4,008
+13% +$147K 0.16% 84
2022
Q3 		$1.18M Buy
31,422
+534
+2% +$21.5K 0.17% 81
2022
Q2 		$1.19M Buy
30,888
+1,512
+5% +$62.1K 0.18% 80
2022
Q1 		$1.38M Buy
29,376
+2,646
+10% +$125K 0.19% 80
2021
Q4 		$1.38M Buy
26,730
+8,256
+45% +$430K 0.19% 86
2021
Q3 		$893K Sell
18,474
-708
-4% -$35.2K 0.14% 90
2021
Q2 		$917K Sell
19,182
-918
-5% -$41.7K 0.15% 90
2021
Q1 		$921K Sell
20,100
-2,274
-10% -$97.3K 0.17% 90
2020
Q4 		$945K Buy
22,374
+1,638
+8% +$65.4K 0.22% 86
2020
Q3 		$787K Sell
20,736
-2,076
-9% -$76.6K 0.21% 77
2020
Q2 		$768K Sell
22,812
-966
-4% -$29.7K 0.25% 65
2020
Q1 		$665K Sell
23,778
-2,814
-11% -$84.3K 0.29% 66
2019
Q4 		$825K Buy
26,592
+528
+2% +$15.2K 0.36% 61
2019
Q3 		$718K Sell
26,064
-360
-1% -$9.99K 0.4% 56
2019
Q2 		$730K Sell
26,424
-54
-0.2% -$1.44K 0.54% 40
2019
Q1 		$690K Buy
26,478
+984
+4% +$24.3K 0.54% 41
2018
Q4 		$571K Buy
+25,494
New +$618K 0.54% 32

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 Victor Wealth Advisors's VUG Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.9% in Q2 2026, buying an estimated $35.3K and bringing the position to 6,503 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #172.

Foster Victor Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.62M in Q2 2024. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Foster Victor Wealth Advisors held 6,503 shares of Vanguard Morningstar Growth ETF worth $566K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 419 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $35.3K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Foster Victor Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $1.62M in Q2 2024.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.