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Gallagher Fiduciary Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gallagher Fiduciary 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 		$9.16M Buy
106,379
+1,349
+1% +$114K 0.3% 30
2026
Q1 		$7.65M Buy
105,030
+1,338
+1% +$104K 0.3% 21
2025
Q4 		$8.43M Sell
103,692
-5,406
-5% -$439K 0.27% 29
2025
Q3 		$8.72M Sell
109,098
-354
-0.3% -$27.1K 0.32% 25
2025
Q2 		$8M Sell
109,452
-4,146
-4% -$273K 0.31% 21
2025
Q1 		$7.02M Buy
113,598
+4,500
+4% +$303K 0.23% 31
2024
Q4 		$7.46M Buy
109,098
+89,982
+471% +$6.04M 1.46% 17
2024
Q3 		$1.22M Sell
19,116
-72,234
-79% -$4.48M 0.25% 46
2024
Q2 		$5.69M Sell
91,350
-1,842
-2% -$107K 1.28% 17
2024
Q1 		$5.35M Sell
93,192
-1,416
-1% -$77.9K 0.19% 25
2023
Q4 		$4.9M Sell
94,608
-7,212
-7% -$348K 0.17% 24
2023
Q3 		$4.62M Sell
101,820
-84,270
-45% -$3.98M 0.41% 23
2023
Q2 		$8.8M Buy
186,090
+37,416
+25% +$1.62M 0.67% 20
2023
Q1 		$6.2M Buy
+148,674
New +$5.78M 0.51% 23

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

Gallagher Fiduciary Advisors's VUG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, buying an estimated $114K and bringing the position to 106,379 shares worth $9.16M. The position accounts for 0.3% of the portfolio, ranked #30.

Gallagher Fiduciary Advisors first reported a position in VUG in Q1 2023 and has held it in 14 quarters since. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Gallagher Fiduciary Advisors held 106,379 shares of Vanguard Morningstar Growth ETF worth $9.16M as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 1,349 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Morningstar Growth ETF made up 0.3% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #30 holding.
  • Gallagher Fiduciary Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.