VFG
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Victory Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Victory Financial 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
Q2 		$924K Sell
10,732
-1,196
-10% -$101K 0.1% 144
2026
Q1 		$868K Buy
11,928
+5,520
+86% +$429K 0.11% 137
2025
Q4 		$521K Buy
6,408
+1,512
+31% +$123K 0.07% 182
2025
Q3 		$391K Buy
4,896
+1,878
+62% +$144K 0.05% 170
2025
Q2 		$221K Sell
3,018
-2,628
-47% -$173K 0.04% 209
2025
Q1 		$349K Buy
5,646
+60
+1% +$4.05K 0.07% 121
2024
Q4 		$382K Buy
+5,586
New +$375K 0.1% 95

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

Victory Financial Group's VUG Position: Q2 2026 in Review

Victory Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2026, selling an estimated $101K and leaving 10,732 shares worth $924K. The position accounts for 0.1% of the portfolio, ranked #144.

Victory Financial Group first reported a position in VUG in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Victory Financial Group held 10,732 shares of Vanguard Morningstar Growth ETF worth $924K as of Q2 2026.
  • Victory Financial Group sold 1,196 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $101K.
  • Vanguard Morningstar Growth ETF made up 0.1% of Victory Financial Group's portfolio in Q2 2026, its #144 holding.
  • Victory Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 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 Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.