Foundation Wealth Management (Missouri)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Foundation Wealth Management (Missouri)’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	$215K	Sell	2,499 -2,505	-50%	-$211K	0.13%	50
2026 Q1	$364K	Buy	5,004 +12	+0.2%	+$934	0.25%	32
2025 Q4	$406K	Sell	4,992 -12	-0.2%	-$974	0.27%	34
2025 Q3	$400K	Hold	5,004	–	–	0.26%	36
2025 Q2	$365K	Hold	5,004	–	–	0.25%	36
2025 Q1	$309K	Hold	5,004	–	–	0.24%	34
2024 Q4	$342K	Hold	5,004	–	–	0.27%	30
2024 Q3	$320K	Hold	5,004	–	–	0.24%	31
2024 Q2	$312K	Hold	5,004	–	–	0.24%	32
2024 Q1	$287K	Hold	5,004	–	–	0.23%	30
2023 Q4	$259K	Buy	5,004 +6	+0.1%	+$290	0.23%	28
2023 Q3	$227K	Hold	4,998	–	–	0.23%	35
2023 Q2	$236K	Hold	4,998	–	–	0.23%	34
2023 Q1	$208K	Buy	+4,998	New	+$194K	0.21%	36

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s VUG Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 50% in Q2 2026, selling an estimated $211K and leaving 2,499 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #50.

Foundation Wealth Management (Missouri) first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $406K in Q4 2025. 1,525 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Foundation Wealth Management (Missouri) held 2,499 shares of Vanguard Morningstar Growth ETF worth $215K as of Q2 2026.
Foundation Wealth Management (Missouri) sold 2,505 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $211K.
Vanguard Morningstar Growth ETF made up 0.13% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #50 holding.
Foundation Wealth Management (Missouri) first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
Foundation Wealth Management (Missouri)'s Vanguard Morningstar Growth ETF position peaked at $406K in Q4 2025.
1,525 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.