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Genesis Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Genesis Financial Group’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
Q1 		$2.89M Sell
39,648
-546
-1% -$42.5K 1.82% 15
2025
Q4 		$3.27M Buy
+40,194
New +$3.26M 1.9% 15

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Genesis Financial Group's VUG Position: Q1 2026 in Review

Genesis Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q1 2026, selling an estimated $42.5K and leaving 39,648 shares worth $2.89M. The position accounts for 1.82% of the portfolio, ranked #15.

Genesis Financial Group first reported a position in VUG in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.27M in Q4 2025. 2,724 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Genesis Financial Group held 39,648 shares of Vanguard Morningstar Growth ETF worth $2.89M as of Q1 2026.
  • Genesis Financial Group sold 546 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $42.5K.
  • Vanguard Morningstar Growth ETF made up 1.82% of Genesis Financial Group's portfolio in Q1 2026, its #15 holding.
  • Genesis Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's Vanguard Morningstar Growth ETF position peaked at $3.27M in Q4 2025.
  • 2,724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.