MFT
VUG icon

Moisand Fitzgerald Tamayo’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Moisand Fitzgerald Tamayo’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 		$38.5K Buy
447
+3
+0.7% +$252 ﹤0.01% 233
2026
Q1 		$32.3K Sell
444
-306
-41% -$23.8K ﹤0.01% 235
2025
Q4 		$60.9K Buy
750
+330
+79% +$26.8K 0.01% 180
2025
Q3 		$33.6K Hold
420
– – ﹤0.01% 239
2025
Q2 		$30.7K Sell
420
-108
-20% -$7.11K ﹤0.01% 239
2025
Q1 		$32.6K Hold
528
– – ﹤0.01% 229
2024
Q4 		$36.1K Buy
528
+108
+26% +$7.25K 0.01% 223
2024
Q3 		$26.9K Hold
420
– – ﹤0.01% 247
2024
Q2 		$26.2K Hold
420
– – ﹤0.01% 221
2024
Q1 		$24.1K Sell
420
-534
-56% -$29.4K ﹤0.01% 231
2023
Q4 		$49.4K Sell
954
-516
-35% -$24.9K 0.01% 175
2023
Q3 		$66.7K Buy
1,470
+1,044
+245% +$49.3K 0.01% 158
2023
Q2 		$20.1K Buy
426
+126
+42% +$5.46K ﹤0.01% 251
2023
Q1 		$12.5K Hold
300
– – ﹤0.01% 307
2022
Q4 		$10.7K Hold
300
– – ﹤0.01% 309
2022
Q3 		$11K Hold
300
– – ﹤0.01% 279
2022
Q2 		$11K Hold
300
– – ﹤0.01% 268
2022
Q1 		$14K Buy
+300
New +$14.2K 0.01% 163
2020
Q4 		– Sell
-1,092
Closed -$41K – 390
2020
Q3 		$41K Buy
+1,092
New +$40.3K 0.02% 126

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 22.9% 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

Moisand Fitzgerald Tamayo's VUG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.68% in Q2 2026, buying an estimated $252 and bringing the position to 447 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

Moisand Fitzgerald Tamayo first reported a position in VUG in Q3 2020 and has held it in 19 quarters since. The position peaked at $66.7K in Q3 2023. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 447 shares of Vanguard Morningstar Growth ETF worth $38.5K as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 3 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $252.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #233 holding.
  • Moisand Fitzgerald Tamayo first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and has held it in 19 quarters since.
  • Moisand Fitzgerald Tamayo's Vanguard Morningstar Growth ETF position peaked at $66.7K in Q3 2023.
  • 2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.