Alpha Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Alpha Financial Partners’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 Q4	–	Sell	-2,928	Closed	-$234K	–	106
2025 Q3	$234K	Sell	2,928 -402	-12%	-$30.7K	0.15%	76
2025 Q2	$243K	Sell	3,330 -2,046	-38%	-$135K	0.18%	72
2025 Q1	$332K	Hold	5,376	–	–	0.27%	52
2024 Q4	$368K	Buy	+5,376	New	+$361K	0.29%	44
2024 Q3	–	Sell	-6,240	Closed	-$389K	–	157
2024 Q2	$389K	Sell	6,240 -4,008	-39%	-$234K	0.34%	39
2024 Q1	$588K	Sell	10,248 -72	-0.7%	-$3.96K	0.54%	28
2023 Q4	$535K	Sell	10,320 -150	-1%	-$7.24K	0.53%	28
2023 Q3	$475K	Hold	10,470	–	–	0.55%	33
2023 Q2	$494K	Sell	10,470 -354	-3%	-$15.4K	0.53%	39
2023 Q1	$450K	Sell	10,824 -276	-2%	-$10.7K	0.51%	38
2022 Q4	$394K	Buy	+11,100	New	+$408K	0.48%	42

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

Alpha Financial Partners's VUG Position: Q4 2025 in Review

Alpha Financial Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 2,928 shares — an estimated $234K sold.

Alpha Financial Partners first reported a position in VUG in Q4 2022 and held it in 11 quarters. The position peaked at $588K in Q1 2024. 2,818 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Alpha Financial Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Alpha Financial Partners sold 2,928 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $234K.
Alpha Financial Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 11 quarters.
Alpha Financial Partners's Vanguard Morningstar Growth ETF position peaked at $588K in Q1 2024.
2,818 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Alpha Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.