Founders Capital Management (Texas)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Founders Capital Management (Texas)’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	$167K	Hold	1,944	–	–	0.07%	65
2026 Q1	$142K	Hold	1,944	–	–	0.07%	68
2025 Q4	$158K	Hold	1,944	–	–	0.08%	65
2025 Q3	$155K	Hold	1,944	–	–	0.08%	63
2025 Q2	$142K	Hold	1,944	–	–	0.09%	65
2025 Q1	$120K	Hold	1,944	–	–	0.08%	65
2024 Q4	$133K	Hold	1,944	–	–	0.08%	65
2024 Q3	$124K	Hold	1,944	–	–	0.08%	69
2024 Q2	$121K	Hold	1,944	–	–	0.08%	69
2024 Q1	$112K	Hold	1,944	–	–	0.08%	78
2023 Q4	$101K	Hold	1,944	–	–	0.07%	79
2023 Q3	$88.2K	Hold	1,944	–	–	0.07%	88
2023 Q2	$91.7K	Sell	1,944 -60	-3%	-$2.6K	0.07%	96
2023 Q1	$83K	Buy	2,004 +1,944	+3,240%	+$75.6K	0.06%	102
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	361
2022 Q3	$2K	Buy	+60	New	+$2.41K	﹤0.01%	369

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Founders Capital Management (Texas)'s VUG Position: Q2 2026 in Review

Founders Capital Management (Texas) held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,944 shares worth $167K. The position accounts for 0.07% of the portfolio, ranked #65.

Founders Capital Management (Texas) first reported a position in VUG in Q3 2022 and has held it in 16 quarters since. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Founders Capital Management (Texas) held 1,944 shares of Vanguard Morningstar Growth ETF worth $167K as of Q2 2026.
Founders Capital Management (Texas) left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.07% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #65 holding.
Founders Capital Management (Texas) first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and has held it in 16 quarters since.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.