Advisor Resource Council’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-26,244	Closed	-$1.6M	–	593
2025 Q1	$1.6M	Buy	26,244 +17,574	+203%	+$1.18M	0.13%	180
2024 Q4	$593K	Buy	+8,670	New	+$582K	0.43%	26
2024 Q2	–	Sell	-8,178	Closed	-$424K	–	228
2024 Q1	$424K	Sell	8,178 -33,774	-81%	-$1.86M	0.18%	134
2023 Q4	$2.17M	Buy	+41,952	New	+$2.03M	0.25%	95
2022 Q3	–	Sell	-47,640	Closed	-$1.77M	–	504
2022 Q2	$1.77M	Buy	+47,640	New	+$1.96M	0.16%	142
2022 Q1	–	Sell	-48,858	Closed	-$2.61M	–	552
2021 Q4	$2.61M	Buy	+48,858	New	+$2.55M	0.2%	100
2021 Q3	–	Sell	-14,922	Closed	-$713K	–	497
2021 Q2	$713K	Buy	+14,922	New	+$678K	0.07%	249

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Advisor Resource Council's VUG Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 26,244 shares — an estimated $1.6M sold.

Advisor Resource Council first reported a position in VUG in Q2 2021 and held it in 7 quarters. The position peaked at $2.61M in Q4 2021. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 26,244 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $1.6M.
Advisor Resource Council first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's Vanguard Morningstar Growth ETF position peaked at $2.61M in Q4 2021.
2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.