Safe Harbor Fiduciary’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Safe Harbor Fiduciary’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	$3.04M	Buy	35,312 +1,214	+4%	+$102K	2.37%	12
2026 Q1	$2.48M	Buy	34,098 +1,962	+6%	+$153K	2.36%	11
2025 Q4	$2.61M	Buy	+32,136	New	+$2.61M	2.31%	11
2025 Q2	$105K	Hold	1,440	–	–	0.1%	94
2025 Q1	$89K	Hold	1,440	–	–	0.09%	92
2024 Q4	$98.5K	Hold	1,440	–	–	0.1%	89
2024 Q3	$92.1K	Buy	+1,440	New	+$89.3K	0.09%	86

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 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Safe Harbor Fiduciary's VUG Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q2 2026, buying an estimated $102K and bringing the position to 35,312 shares worth $3.04M. The position accounts for 2.37% of the portfolio, ranked #12.

Safe Harbor Fiduciary first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Safe Harbor Fiduciary held 35,312 shares of Vanguard Morningstar Growth ETF worth $3.04M as of Q2 2026.
Safe Harbor Fiduciary bought 1,214 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $102K.
Vanguard Morningstar Growth ETF made up 2.37% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #12 holding.
Safe Harbor Fiduciary first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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