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

Accredited 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 		$30.2K Buy
432
+54
+14% +$4.13K 0.02% 172
2025
Q2 		$27.7K Hold
378
– – 0.02% 178
2025
Q1 		$23.4K Hold
378
– – 0.02% 169
2024
Q4 		$25.9K Buy
+378
New +$25.4K 0.02% 179

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Accredited Wealth Management's VUG Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 14% in Q3 2025, buying an estimated $4.13K and bringing the position to 432 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #172.

Accredited Wealth Management first reported a position in VUG in Q4 2024 and has held it in 4 quarters since. 2,605 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Accredited Wealth Management held 432 shares of Vanguard Morningstar Growth ETF worth $30.2K as of Q3 2025.
  • Accredited Wealth Management bought 54 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $4.13K.
  • Vanguard Morningstar Growth ETF made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #172 holding.
  • Accredited Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,605 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.