SFG Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SFG Wealth Management’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	–	Sell	-20,106	Closed	-$1.63M	–	136
2025 Q4	$1.63M	Hold	20,106	–	–	0.64%	33
2025 Q3	$1.61M	Sell	20,106 -11,910	-37%	-$910K	0.7%	32
2025 Q2	$2.34M	Hold	32,016	–	–	1.41%	14
2025 Q1	$1.98M	Buy	32,016 +22,716	+244%	+$1.53M	0.97%	20
2024 Q4	$636K	Hold	9,300	–	–	0.33%	50
2024 Q3	$595K	Sell	9,300 -2,220	-19%	-$138K	0.32%	51
2024 Q2	$718K	Hold	11,520	–	–	0.41%	39
2024 Q1	$661K	Hold	11,520	–	–	0.39%	40
2023 Q4	$597K	Hold	11,520	–	–	0.4%	42
2023 Q3	$523K	Sell	11,520 -1,026	-8%	-$48.5K	0.42%	43
2023 Q2	$592K	Buy	12,546 +1,200	+11%	+$52K	0.5%	37
2023 Q1	$472K	Sell	11,346 -2,400	-17%	-$93.3K	0.52%	35
2022 Q4	$488K	Sell	13,746 -2,400	-15%	-$88.3K	0.6%	33
2022 Q3	$576K	Sell	16,146 -216	-1%	-$8.68K	0.78%	30
2022 Q2	$608K	Sell	16,362 -120	-0.7%	-$4.93K	0.71%	35
2022 Q1	$790K	Sell	16,482 -246	-1%	-$11.6K	0.74%	36
2021 Q4	$895K	Buy	+16,728	New	+$871K	0.8%	35

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFG Wealth Management's VUG Position: Q1 2026 in Review

SFG Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 20,106 shares — an estimated $1.63M sold.

SFG Wealth Management first reported a position in VUG in Q4 2021 and held it in 17 quarters. The position peaked at $2.34M in Q2 2025. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

SFG Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 20,106 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.63M.
SFG Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 17 quarters.
SFG Wealth Management's Vanguard Morningstar Growth ETF position peaked at $2.34M in Q2 2025.
2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.