FourThought Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FourThought Financial 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	$518K	Hold	6,018	–	–	0.04%	199
2026 Q1	$438K	Sell	6,018 -804	-12%	-$62.5K	0.04%	203
2025 Q4	$555K	Buy	6,822 +810	+13%	+$65.7K	0.05%	197
2025 Q3	$481K	Sell	6,012 -504	-8%	-$38.5K	0.04%	198
2025 Q2	$476K	Sell	6,516 -252	-4%	-$16.6K	0.05%	187
2025 Q1	$418K	Buy	6,768 +894	+15%	+$60.3K	0.04%	200
2024 Q4	$402K	Sell	5,874 -6	-0.1%	-$403	0.04%	214
2024 Q3	$376K	Buy	5,880 +450	+8%	+$27.9K	0.04%	151
2024 Q2	$338K	Buy	5,430 +264	+5%	+$15.4K	0.04%	158
2024 Q1	$296K	Buy	5,166 +162	+3%	+$8.91K	0.03%	252
2023 Q4	$259K	Hold	5,004	–	–	0.03%	269
2023 Q3	$227K	Buy	5,004 +6	+0.1%	+$283	0.03%	286
2023 Q2	$236K	Hold	4,998	–	–	0.03%	293
2023 Q1	$208K	Buy	+4,998	New	+$194K	0.03%	304

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

FourThought Financial Partners's VUG Position: Q2 2026 in Review

FourThought Financial Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 6,018 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #199.

FourThought Financial Partners first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. The position peaked at $555K in Q4 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

FourThought Financial Partners held 6,018 shares of Vanguard Morningstar Growth ETF worth $518K as of Q2 2026.
FourThought Financial Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.04% of FourThought Financial Partners's portfolio in Q2 2026, its #199 holding.
FourThought Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
FourThought Financial Partners's Vanguard Morningstar Growth ETF position peaked at $555K in Q4 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.