BFC Planning, Inc.’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BFC Planning, Inc.’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	$9.04M	Buy	104,923 +44,533	+74%	+$3.75M	0.37%	52
2026 Q1	$4.4M	Sell	60,390 -3,252	-5%	-$253K	0.2%	100
2025 Q4	$5.17M	Buy	63,642 +2,898	+5%	+$235K	0.23%	91
2025 Q3	$4.86M	Buy	60,744 +54	+0.1%	+$4.13K	0.35%	50
2025 Q2	$4.43M	Sell	60,690 -810	-1%	-$53.3K	0.35%	55
2025 Q1	$3.8M	Buy	61,500 +972	+2%	+$65.5K	0.34%	61
2024 Q4	$4.14M	Buy	+60,528	New	+$4.07M	0.34%	55

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 17.27% 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

EP Wealth Advisors Torrance, California $26.2B AUM

BFC Planning, Inc.'s VUG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Morningstar Growth ETF (VUG) stake by 74% in Q2 2026, buying an estimated $3.75M and bringing the position to 104,923 shares worth $9.04M. The position accounts for 0.37% of the portfolio, ranked #52.

BFC Planning, Inc. first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,909 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

BFC Planning, Inc. held 104,923 shares of Vanguard Morningstar Growth ETF worth $9.04M as of Q2 2026.
BFC Planning, Inc. bought 44,533 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $3.75M.
Vanguard Morningstar Growth ETF made up 0.37% of BFC Planning, Inc.'s portfolio in Q2 2026, its #52 holding.
BFC Planning, Inc. first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,909 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.