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

TCFG 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 		$463K Buy
6,366
+24
+0.4% +$1.87K 0.17% 134
2025
Q4 		$516K Hold
6,342
– – 0.2% 130
2025
Q3 		$507K Sell
6,342
-36
-0.6% -$2.75K 0.2% 131
2025
Q2 		$466K Hold
6,378
– – 0.21% 129
2025
Q1 		$394K Buy
6,378
+150
+2% +$10.1K 0.2% 131
2024
Q4 		$426K Sell
6,228
-18
-0.3% -$1.21K 0.21% 116
2024
Q3 		$400K Buy
+6,246
New +$387K 0.2% 121

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

TCFG Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.38% in Q1 2026, buying an estimated $1.87K and bringing the position to 6,366 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #134.

TCFG Wealth Management first reported a position in VUG in Q3 2024 and has held it in 7 quarters since. The position peaked at $516K in Q4 2025. 2,733 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • TCFG Wealth Management held 6,366 shares of Vanguard Morningstar Growth ETF worth $463K as of Q1 2026.
  • TCFG Wealth Management bought 24 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $1.87K.
  • Vanguard Morningstar Growth ETF made up 0.17% of TCFG Wealth Management's portfolio in Q1 2026, its #134 holding.
  • TCFG Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Vanguard Morningstar Growth ETF position peaked at $516K in Q4 2025.
  • 2,733 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.