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FSR Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FSR Wealth Management’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 		$229K Buy
+2,658
New +$224K 0.26% 32
2026
Q1 		– Sell
-2,598
Closed -$211K – 46
2025
Q4 		$211K Sell
2,598
-24
-0.9% -$1.95K 0.25% 37
2025
Q3 		$210K Buy
+2,622
New +$200K 0.25% 34
2025
Q1 		– Sell
-3,126
Closed -$214K – 47
2024
Q4 		$214K Buy
+3,126
New +$210K 0.27% 37

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

FSR Wealth Management's VUG Position: Q2 2026 in Review

FSR Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2026: 2,658 shares worth $229K. The stake represents 0.26% of the portfolio and ranks #32 among its holdings. This is a return to the name: FSR Wealth Management previously reported a position in VUG as recently as Q4 2025.

FSR Wealth Management first reported a position in VUG in Q4 2024 and has held it in 4 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • FSR Wealth Management held 2,658 shares of Vanguard Morningstar Growth ETF worth $229K as of Q2 2026.
  • Vanguard Morningstar Growth ETF was a new FSR Wealth Management position in Q2 2026.
  • Vanguard Morningstar Growth ETF made up 0.26% of FSR Wealth Management's portfolio in Q2 2026, its #32 holding.
  • FSR Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.