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Founders Financial Alliance’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Founders Financial Alliance’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 		$1.51M Sell
17,484
-8,790
-33% -$740K 0.2% 111
2026
Q1 		$1.91M Sell
26,274
-888
-3% -$69.1K 0.34% 67
2025
Q4 		$2.21M Sell
27,162
-1,020
-4% -$82.8K 0.42% 50
2025
Q3 		$2.25M Hold
28,182
– – 0.42% 53
2025
Q2 		$2.06M Buy
28,182
+1,020
+4% +$67.2K 0.47% 51
2025
Q1 		$1.68M Buy
27,162
+3,822
+16% +$258K 0.41% 53
2024
Q4 		$1.6M Sell
23,340
-336
-1% -$22.6K 0.44% 50
2024
Q3 		$1.52M Buy
23,676
+540
+2% +$33.5K 0.42% 52
2024
Q2 		$1.44M Sell
23,136
-1,746
-7% -$102K 0.43% 49
2024
Q1 		$1.43M Buy
24,882
+12,246
+97% +$673K 0.43% 51
2023
Q4 		$655K Sell
12,636
-192
-1% -$9.27K 0.25% 87
2023
Q3 		$582K Hold
12,828
– – 0.25% 88
2023
Q2 		$605K Buy
12,828
+1,908
+17% +$82.7K 0.24% 91
2023
Q1 		$454K Sell
10,920
-1,512
-12% -$58.8K 0.23% 107
2022
Q4 		$442K Hold
12,432
– – 0.2% 111
2022
Q3 		$443K Sell
12,432
-5,436
-30% -$218K 0.23% 104
2022
Q2 		$664K Buy
17,868
+5,052
+39% +$208K 0.34% 77
2022
Q1 		$614K Hold
12,816
– – 0.27% 88
2021
Q4 		$685K Sell
12,816
-120
-0.9% -$6.25K 0.28% 86
2021
Q3 		$625K Hold
12,936
– – 0.29% 83
2021
Q2 		$618K Buy
12,936
+4,110
+47% +$187K 0.28% 83
2021
Q1 		$382K Sell
8,826
-36
-0.4% -$1.54K 0.19% 122
2020
Q4 		$374K Hold
8,862
– – 0.21% 108
2020
Q3 		$336K Buy
+8,862
New +$327K 0.2% 102

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

Founders Financial Alliance's VUG Position: Q2 2026 in Review

Founders Financial Alliance reduced its Vanguard Morningstar Growth ETF (VUG) stake by 33% in Q2 2026, selling an estimated $740K and leaving 17,484 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #111.

Founders Financial Alliance first reported a position in VUG in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.25M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Founders Financial Alliance held 17,484 shares of Vanguard Morningstar Growth ETF worth $1.51M as of Q2 2026.
  • Founders Financial Alliance sold 8,790 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $740K.
  • Vanguard Morningstar Growth ETF made up 0.2% of Founders Financial Alliance's portfolio in Q2 2026, its #111 holding.
  • Founders Financial Alliance first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Morningstar Growth ETF position peaked at $2.25M in Q3 2025.
  • 2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.