FRG Family Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Buy |
14,508
+720
| +5% | +$56K | 0.17% | 85 |
|
|
2025
Q4 | $1.12M | Hold |
13,788
| – | – | 0.17% | 85 |
|
|
2025
Q3 | $1.1M | Hold |
13,788
| – | – | 0.18% | 82 |
|
|
2025
Q2 | $1.01M | Hold |
13,788
| – | – | 0.18% | 82 |
|
|
2025
Q1 | $852K | Hold |
13,788
| – | – | 0.16% | 88 |
|
|
2024
Q4 | $943K | Hold |
13,788
| – | – | 0.17% | 83 |
|
|
2024
Q3 | $882K | Hold |
13,788
| – | – | 0.16% | 88 |
|
|
2024
Q2 | $794K | Hold |
13,788
| – | – | 0.15% | 88 |
|
|
2024
Q1 | $758K | Hold |
13,788
| – | – | 0.15% | 89 |
|
|
2023
Q4 | $714K | Hold |
13,788
| – | – | 0.14% | 93 |
|
|
2023
Q3 | $626K | Buy |
13,788
+1,746
| +14% | +$82.5K | 0.14% | 94 |
|
|
2023
Q2 | $568K | Hold |
12,042
| – | – | 0.12% | 92 |
|
|
2023
Q1 | $501K | Hold |
12,042
| – | – | 0.11% | 99 |
|
|
2022
Q4 | $428K | Hold |
12,042
| – | – | 0.1% | 107 |
|
|
2022
Q3 | $429K | Buy |
12,042
+1,830
| +18% | +$73.6K | 0.11% | 103 |
|
|
2022
Q2 | $379K | Hold |
10,212
| – | – | 0.09% | 109 |
|
|
2022
Q1 | $489K | Hold |
10,212
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $546K | Sell |
10,212
-810
| -7% | -$42.2K | 0.1% | 103 |
|
|
2021
Q3 | $533K | Hold |
11,022
| – | – | 0.1% | 98 |
|
|
2021
Q2 | $527K | Hold |
11,022
| – | – | 0.1% | 101 |
|
|
2021
Q1 | $472K | Hold |
11,022
| – | – | 0.1% | 98 |
|
|
2020
Q4 | $465K | Hold |
11,022
| – | – | 0.1% | 94 |
|
|
2020
Q3 | $418K | Hold |
11,022
| – | – | 0.1% | 95 |
|
|
2020
Q2 | $371K | Hold |
11,022
| – | – | 0.1% | 97 |
|
|
2020
Q1 | $288K | Hold |
11,022
| – | – | 0.09% | 95 |
|
|
2019
Q4 | $335K | Hold |
11,022
| – | – | 0.08% | 98 |
|
|
2019
Q3 | $305K | Hold |
11,022
| – | – | 0.08% | 105 |
|
|
2019
Q2 | $300K | Hold |
11,022
| – | – | 0.08% | 110 |
|
|
2019
Q1 | $287K | Hold |
11,022
| – | – | 0.08% | 111 |
|
|
2018
Q4 | $247K | Hold |
11,022
| – | – | 0.08% | 114 |
|
|
2018
Q3 | $296K | Sell |
11,022
-258
| -2% | -$6.75K | 0.08% | 129 |
|
|
2018
Q2 | $282K | Buy |
11,280
+258
| +2% | +$6.33K | 0.08% | 133 |
|
|
2018
Q1 | $261K | Hold |
11,022
| – | – | 0.09% | 134 |
|
|
2017
Q4 | $258K | Hold |
11,022
| – | – | 0.08% | 134 |
|
|
2017
Q3 | $244K | Hold |
11,022
| – | – | 0.08% | 132 |
|
|
2017
Q2 | $233K | Hold |
11,022
| – | – | 0.09% | 127 |
|
|
2017
Q1 | $224K | Hold |
11,022
| – | – | 0.09% | 126 |
|
|
2016
Q4 | $205K | Hold |
11,022
| – | – | 0.09% | 126 |
|
|
2016
Q3 | $206K | Buy |
+11,022
| New | +$205K | 0.09% | 124 |
|
Other funds holding VUG
EWA
FRG Family Wealth Advisors's VUG Position: Q1 2026 in Review
FRG Family Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.2% in Q1 2026, buying an estimated $56K and bringing the position to 14,508 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #85.
FRG Family Wealth Advisors first reported a position in VUG in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.12M in Q4 2025. 2,743 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- FRG Family Wealth Advisors held 14,508 shares of Vanguard Morningstar Growth ETF worth $1.06M as of Q1 2026.
- FRG Family Wealth Advisors bought 720 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $56K.
- Vanguard Morningstar Growth ETF made up 0.17% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #85 holding.
- FRG Family Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2016 and has held it in 39 quarters since.
- FRG Family Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $1.12M in Q4 2025.
- 2,743 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.