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FWG Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FWG Investments’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 		$16.7M Buy
194,010
+21,558
+13% +$1.81M 8.84% 2
2026
Q1 		$12.6M Buy
172,452
+27,576
+19% +$2.15M 7.98% 2
2025
Q4 		$11.8M Buy
144,876
+30,978
+27% +$2.51M 7.5% 2
2025
Q3 		$9.1M Buy
113,898
+33,000
+41% +$2.52M 6.24% 2
2025
Q2 		$5.91M Buy
+80,898
New +$5.33M 4.49% 3
2025
Q1 		– Sell
-25,854
Closed -$1.77M – 123
2024
Q4 		$1.77M Buy
25,854
+21,342
+473% +$1.43M 1.37% 19
2024
Q3 		$289K Buy
+4,512
New +$280K 0.25% 93

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

FWG Investments's VUG Position: Q2 2026 in Review

FWG Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q2 2026, buying an estimated $1.81M and bringing the position to 194,010 shares worth $16.7M. The position accounts for 8.84% of the portfolio, ranked #2.

FWG Investments first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. 2,895 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • FWG Investments held 194,010 shares of Vanguard Morningstar Growth ETF worth $16.7M as of Q2 2026.
  • FWG Investments bought 21,558 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.81M.
  • Vanguard Morningstar Growth ETF made up 8.84% of FWG Investments's portfolio in Q2 2026, its #2 holding.
  • FWG Investments first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,895 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.