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

Foundation Wealth Management (Pennsylvania)’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 		$279K Sell
3,242
-1,246
-28% -$105K 0.08% 87
2026
Q1 		$327K Hold
4,488
– – 0.12% 68
2025
Q4 		$365K Sell
4,488
-582
-11% -$47.2K 0.13% 64
2025
Q3 		$405K Hold
5,070
– – 0.16% 66
2025
Q2 		$370K Sell
5,070
-90
-2% -$5.92K 0.16% 65
2025
Q1 		$319K Hold
5,160
– – 0.15% 65
2024
Q4 		$353K Buy
+5,160
New +$347K 0.17% 63

Other funds holding VUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MG
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 28% in Q2 2026, selling an estimated $105K and leaving 3,242 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #87.

Foundation Wealth Management (Pennsylvania) first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $405K in Q3 2025. 1,697 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 3,242 shares of Vanguard Morningstar Growth ETF worth $279K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 1,246 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $105K.
  • Vanguard Morningstar Growth ETF made up 0.08% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #87 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Vanguard Morningstar Growth ETF position peaked at $405K in Q3 2025.
  • 1,697 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.