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

Sound Financial Strategies 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	–	Sell	-5,676	Closed	-$462K	–	124
2025 Q4	$462K	Buy	5,676 +24	+0.4%	+$1.95K	0.33%	93
2025 Q3	$452K	Buy	5,652 +3,540	+168%	+$271K	0.33%	96
2025 Q2	$154K	Sell	2,112 -3,648	-63%	-$240K	0.13%	91
2025 Q1	$356K	Buy	5,760 +1,980	+52%	+$134K	0.32%	87
2024 Q4	$259K	Buy	+3,780	New	+$254K	0.22%	78

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

Sound Financial Strategies Group's VUG Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2026, closing a stake of 5,676 shares — an estimated $462K sold.

Sound Financial Strategies Group first reported a position in VUG in Q4 2024 and held it in 5 quarters. The position peaked at $462K in Q4 2025. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Sound Financial Strategies Group reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2026 after selling out during the quarter.
Sound Financial Strategies Group sold 5,676 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $462K.
Sound Financial Strategies Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 5 quarters.
Sound Financial Strategies Group's Vanguard Morningstar Growth ETF position peaked at $462K in Q4 2025.
2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.