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

Oxford 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 		$2.34M Hold
32,112
– – 0.13% 55
2025
Q4 		$2.61M Hold
32,112
– – 0.14% 50
2025
Q3 		$2.57M Buy
32,112
+14,064
+78% +$1.07M 0.15% 51
2025
Q2 		$1.32M Buy
18,048
+90
+0.5% +$5.92K 0.08% 69
2025
Q1 		$1.11M Buy
17,958
+864
+5% +$58.3K 0.08% 75
2024
Q4 		$1.17M Sell
17,094
-96
-0.6% -$6.45K 0.08% 83
2024
Q3 		$1.1M Buy
17,190
+5,844
+52% +$362K 0.07% 87
2024
Q2 		$707K Buy
11,346
+1,644
+17% +$95.9K 0.05% 116
2024
Q1 		$557K Buy
9,702
+4,200
+76% +$231K 0.04% 121
2023
Q4 		$285K Buy
5,502
+750
+16% +$36.2K 0.02% 189
2023
Q3 		$216K Hold
4,752
– – 0.02% 208
2023
Q2 		$224K Sell
4,752
-222
-4% -$9.63K 0.02% 212
2023
Q1 		$207K Buy
4,974
+318
+7% +$12.4K 0.02% 185
2022
Q4 		$165K Hold
4,656
– – 0.02% 190
2022
Q3 		$166K Hold
4,656
– – 0.03% 172
2022
Q2 		$173K Hold
4,656
– – 0.03% 186
2022
Q1 		$223K Hold
4,656
– – 0.03% 180
2021
Q4 		$249K Hold
4,656
– – 0.03% 175
2021
Q3 		$225K Hold
4,656
– – 0.03% 170
2021
Q2 		$223K Sell
4,656
-5,286
-53% -$240K 0.03% 168
2021
Q1 		$426K Hold
9,942
– – 0.06% 119
2020
Q4 		$420K Hold
9,942
– – 0.06% 121
2020
Q3 		$377K Hold
9,942
– – 0.06% 116
2020
Q2 		$335K Hold
9,942
– – 0.06% 114
2020
Q1 		$260K Hold
9,942
– – 0.05% 130
2019
Q4 		$302K Hold
9,942
– – 0.08% 51
2019
Q3 		$276K Hold
9,942
– – 0.09% 48
2019
Q2 		$271K Hold
9,942
– – 0.09% 47
2019
Q1 		$259K Buy
+9,942
New +$245K 0.09% 47

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 $374B AUM 17.66% 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

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

Oxford Financial Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2026 at 32,112 shares worth $2.34M. The position accounts for 0.13% of the portfolio, ranked #55.

Oxford Financial Group first reported a position in VUG in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.61M in Q4 2025. 2,722 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Oxford Financial Group held 32,112 shares of Vanguard Morningstar Growth ETF worth $2.34M as of Q1 2026.
  • Oxford Financial Group left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Growth ETF made up 0.13% of Oxford Financial Group's portfolio in Q1 2026, its #55 holding.
  • Oxford Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Oxford Financial Group's Vanguard Morningstar Growth ETF position peaked at $2.61M in Q4 2025.
  • 2,722 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.