Founders Grove Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Founders Grove Wealth Partners’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	$23M	Buy	266,833 +1,981	+0.7%	+$167K	4.59%	3
2026 Q1	$19.3M	Buy	264,852 +2,586	+1%	+$201K	4.38%	3
2025 Q4	$21.3M	Sell	262,266 -6,258	-2%	-$508K	4.8%	3
2025 Q3	$21.5M	Sell	268,524 -16,170	-6%	-$1.24M	5.04%	3
2025 Q2	$20.8M	Buy	284,694 +14,748	+5%	+$971K	5.22%	3
2025 Q1	$16.7M	Buy	269,946 +12,756	+5%	+$860K	4.65%	4
2024 Q4	$17.6M	Buy	+257,190	New	+$17.3M	5.09%	3

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 22.96% 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 Grove Wealth Partners's VUG Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.75% in Q2 2026, buying an estimated $167K and bringing the position to 266,833 shares worth $23M. The position accounts for 4.59% of the portfolio, ranked #3.

Founders Grove Wealth Partners first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Founders Grove Wealth Partners held 266,833 shares of Vanguard Morningstar Growth ETF worth $23M as of Q2 2026.
Founders Grove Wealth Partners bought 1,981 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $167K.
Vanguard Morningstar Growth ETF made up 4.59% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #3 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.