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Advisor Resource Council’s Vanguard 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
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 $374B AUM 17.66% 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

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

Advisor Resource Council sold out of Vanguard 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. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Advisor Resource Council reported no remaining Vanguard Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 26,244 Vanguard Growth ETF shares in Q2 2025, an estimated $1.6M.
  • Advisor Resource Council first reported a position in Vanguard Growth ETF in Q2 2021 and held it in 7 quarters.
  • Advisor Resource Council's Vanguard Growth ETF position peaked at $2.61M in Q4 2021.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

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