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

Founders Financial Securities’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 		$22.7M Buy
263,753
+98,861
+60% +$8.32M 1.16% 17
2026
Q1 		$12.6M Sell
164,892
-92,802
-36% -$7.22M 0.71% 27
2025
Q4 		$21M Buy
257,694
+16,548
+7% +$1.34M 1.23% 16
2025
Q3 		$19.3M Buy
241,146
+79,560
+49% +$6.08M 1.31% 15
2025
Q2 		$11.8M Buy
161,586
+9,342
+6% +$615K 0.9% 25
2025
Q1 		$9.54M Sell
152,244
-26,466
-15% -$1.78M 0.81% 28
2024
Q4 		$12.2M Buy
178,710
+12,360
+7% +$830K 1.1% 22
2024
Q3 		$10.6M Sell
166,350
-42,540
-20% -$2.64M 0.98% 29
2024
Q2 		$13M Buy
208,890
+42,348
+25% +$2.47M 1.23% 23
2024
Q1 		$9.55M Buy
166,542
+66,018
+66% +$3.63M 1% 27
2023
Q4 		$5.21M Buy
100,524
+7,206
+8% +$348K 0.58% 39
2023
Q3 		$4.24M Buy
93,318
+11,358
+14% +$536K 0.55% 49
2023
Q2 		$3.87M Buy
81,960
+43,218
+112% +$1.87M 0.51% 48
2023
Q1 		$1.61M Buy
38,742
+1,074
+3% +$41.8K 0.23% 84
2022
Q4 		$1.34M Buy
37,668
+1,716
+5% +$63.1K 0.21% 98
2022
Q3 		$1.28M Buy
35,952
+27,696
+335% +$1.11M 0.23% 94
2022
Q2 		$307K Buy
8,256
+2,106
+34% +$86.5K 0.06% 194
2022
Q1 		$295K Sell
6,150
-14,598
-70% -$691K 0.05% 219
2021
Q4 		$1.11M Buy
20,748
+5,568
+37% +$290K 0.2% 98
2021
Q3 		$734K Buy
15,180
+7,656
+102% +$381K 0.15% 129
2021
Q2 		$360K Buy
+7,524
New +$342K 0.07% 207
2018
Q2 		– Sell
-345,036
Closed -$8.16M – 106
2018
Q1 		$8.16M Sell
345,036
-645,882
-65% -$15.7M 2.64% 15
2017
Q4 		$23.2M Buy
990,918
+89,166
+10% +$2.05M 7.73% 2
2017
Q3 		$20M Buy
+901,752
New +$19.6M 7.11% 2

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 Securities's VUG Position: Q2 2026 in Review

Founders Financial Securities increased its Vanguard Morningstar Growth ETF (VUG) stake by 60% in Q2 2026, buying an estimated $8.32M and bringing the position to 263,753 shares worth $22.7M. The position accounts for 1.16% of the portfolio, ranked #17.

Founders Financial Securities first reported a position in VUG in Q3 2017 and has held it in 24 quarters since. The position peaked at $23.2M in Q4 2017. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Founders Financial Securities held 263,753 shares of Vanguard Morningstar Growth ETF worth $22.7M as of Q2 2026.
  • Founders Financial Securities bought 98,861 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.32M.
  • Vanguard Morningstar Growth ETF made up 1.16% of Founders Financial Securities's portfolio in Q2 2026, its #17 holding.
  • Founders Financial Securities first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and has held it in 24 quarters since.
  • Founders Financial Securities's Vanguard Morningstar Growth ETF position peaked at $23.2M in Q4 2017.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.