AFWM
VUG icon

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

Abich Financial 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
2025
Q3 		$10.3M Buy
+128,772
New +$9.84M 3.66% 9
2024
Q3 		$2.32M Sell
36,210
-55,626
-61% -$3.45M 5.21% 7
2024
Q2 		$5.72M Sell
91,836
-63,006
-41% -$3.67M 3.89% 6
2024
Q1 		$8.88M Buy
154,842
+56,178
+57% +$3.09M 6.86% 6
2023
Q4 		$5.11M Buy
+98,664
New +$4.76M 4.88% 6

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Abich Financial Wealth Management's VUG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2025: 128,772 shares worth $10.3M. The stake represents 3.66% of the portfolio and ranks #9 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VUG as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in VUG in Q4 2023 and has held it in 5 quarters since. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Abich Financial Wealth Management held 128,772 shares of Vanguard Morningstar Growth ETF worth $10.3M as of Q3 2025.
  • Vanguard Morningstar Growth ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Vanguard Morningstar Growth ETF made up 3.66% of Abich Financial Wealth Management's portfolio in Q3 2025, its #9 holding.
  • Abich Financial Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.