FSA Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FSA Advisors’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	$857K	Buy	+9,943	New	+$837K	0.39%	79
2026 Q1	–	Sell	-5,682	Closed	-$462K	–	255
2025 Q4	$462K	Buy	+5,682	New	+$461K	0.32%	89
2025 Q3	–	Sell	-4,818	Closed	-$352K	–	194
2025 Q2	$352K	Sell	4,818 -6,060	-56%	-$399K	0.29%	105
2025 Q1	$672K	Buy	10,878 +5,040	+86%	+$340K	0.53%	62
2024 Q4	$399K	Sell	5,838 -4,386	-43%	-$295K	0.49%	72
2024 Q3	$652K	Sell	10,224 -2,148	-17%	-$133K	0.65%	51
2024 Q2	$767K	Buy	12,372 +24	+0.2%	+$1.4K	0.8%	38
2024 Q1	$708K	Sell	12,348 -1,962	-14%	-$108K	0.76%	40
2023 Q4	$741K	Buy	+14,310	New	+$691K	0.92%	31

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

FSA Advisors's VUG Position: Q2 2026 in Review

FSA Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 9,943 shares worth $857K. The stake represents 0.39% of the portfolio and ranks #79 among its holdings. This is a return to the name: FSA Advisors previously reported a position in VUG as recently as Q4 2025.

FSA Advisors first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

FSA Advisors held 9,943 shares of Vanguard Morningstar Growth ETF worth $857K as of Q2 2026.
Vanguard Morningstar Growth ETF was a new FSA Advisors position in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.39% of FSA Advisors's portfolio in Q2 2026, its #79 holding.
FSA Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.