Strategic Family Wealth Counselors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Strategic Family Wealth Counselors’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	$4.17M	Buy	57,228 +156	+0.3%	+$12.1K	1.09%	31
2025 Q4	$4.5M	Buy	57,072 +2,310	+4%	+$187K	1.01%	31
2025 Q3	$4.38M	Buy	54,762 +2,556	+5%	+$195K	1.13%	30
2025 Q2	$3.81M	Buy	52,206 +816	+2%	+$53.7K	1.09%	31
2025 Q1	$3.18M	Buy	51,390 +660	+1%	+$44.5K	1.03%	32
2024 Q4	$3.47M	Buy	50,730 +1,032	+2%	+$69.3K	1.13%	29
2024 Q3	$3.18M	Buy	49,698 +13,362	+37%	+$828K	1.11%	30
2024 Q2	$2.26M	Buy	36,336 +2,172	+6%	+$127K	0.86%	33
2024 Q1	$1.96M	Buy	34,164 +5,082	+17%	+$279K	0.77%	37
2023 Q4	$1.51M	Buy	29,082 +6,642	+30%	+$321K	0.63%	41
2023 Q3	$1.02M	Buy	22,440 +1,926	+9%	+$91K	0.49%	42
2023 Q2	$967K	Buy	20,514 +516	+3%	+$22.4K	0.44%	40
2023 Q1	$831K	Sell	19,998 -34,926	-64%	-$1.36M	0.39%	44
2022 Q4	$1.95M	Buy	54,924 +39,378	+253%	+$1.45M	0.97%	34
2022 Q3	$554K	Buy	15,546 +450	+3%	+$18.1K	0.27%	49
2022 Q2	$561K	Hold	15,096	–	–	0.27%	49
2022 Q1	$723K	Buy	15,096 +2,496	+20%	+$118K	0.29%	47
2021 Q4	$674K	Buy	12,600 +6	+0%	+$313	0.22%	52
2021 Q3	$609K	Buy	12,594 +6	+0%	+$299	0.21%	50
2021 Q2	$602K	Buy	12,588 +12	+0.1%	+$545	0.2%	50
2021 Q1	$539K	Buy	12,576 +6	+0%	+$257	0.2%	49
2020 Q4	$531K	Buy	12,570 +1,428	+13%	+$57K	0.27%	48
2020 Q3	$423K	Buy	11,142 +552	+5%	+$20.4K	0.24%	52
2020 Q2	$357K	Hold	10,590	–	–	0.22%	57
2020 Q1	$277K	Buy	+10,590	New	+$317K	0.21%	59

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Family Wealth Counselors's VUG Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.27% in Q1 2026, buying an estimated $12.1K and bringing the position to 57,228 shares worth $4.17M. The position accounts for 1.09% of the portfolio, ranked #31.

Strategic Family Wealth Counselors first reported a position in VUG in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.5M in Q4 2025. 2,726 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Strategic Family Wealth Counselors held 57,228 shares of Vanguard Morningstar Growth ETF worth $4.17M as of Q1 2026.
Strategic Family Wealth Counselors bought 156 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $12.1K.
Vanguard Morningstar Growth ETF made up 1.09% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #31 holding.
Strategic Family Wealth Counselors first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 25 quarters since.
Strategic Family Wealth Counselors's Vanguard Morningstar Growth ETF position peaked at $4.5M in Q4 2025.
2,726 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.