AF
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Apexium Financial’s Vanguard Growth ETF VUG Stock Holding History

Apexium Financial’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 		$5.12M Buy
64,050
+762
+1% +$58.2K 0.25% 53
2025
Q2 		$4.63M Hold
63,288
– – 0.25% 53
2025
Q1 		$3.91M Buy
63,288
+840
+1% +$56.6K 0.23% 52
2024
Q4 		$4.27M Buy
62,448
+690
+1% +$46.4K 0.26% 49
2024
Q3 		$3.95M Sell
61,758
-4,668
-7% -$289K 0.26% 44
2024
Q2 		$4.14M Buy
66,426
+786
+1% +$45.8K 0.3% 41
2024
Q1 		$3.77M Buy
65,640
+12,966
+25% +$713K 0.29% 42
2023
Q4 		$2.73M Sell
52,674
-1,710
-3% -$82.5K 0.2% 58
2023
Q3 		$2.47M Buy
54,384
+294
+0.5% +$13.9K 0.25% 47
2023
Q2 		$2.55M Sell
54,090
-1,038
-2% -$45K 0.23% 48
2023
Q1 		$2.29M Sell
55,128
-6,420
-10% -$250K 0.22% 50
2022
Q4 		$2.19M Buy
61,548
+816
+1% +$30K 0.23% 49
2022
Q3 		$2.18M Buy
60,732
+37,236
+158% +$1.5M 0.27% 47
2022
Q2 		$989K Buy
23,496
+7,494
+47% +$308K 0.57% 33
2022
Q1 		$779K Sell
16,002
-36
-0.2% -$1.7K 0.41% 38
2021
Q4 		$858K Buy
16,038
+120
+0.8% +$6.25K 0.44% 36
2021
Q3 		$770K Hold
15,918
– – 0.44% 37
2021
Q2 		$761K Hold
15,918
– – 0.47% 33
2021
Q1 		$682K Hold
15,918
– – 0.5% 35
2020
Q4 		$672K Sell
15,918
-2,304
-13% -$92K 0.53% 33
2020
Q3 		$691K Hold
18,222
– – 0.56% 32
2020
Q2 		$614K Hold
18,222
– – 0.56% 33
2020
Q1 		$476K Sell
18,222
-3,342
-15% -$100K 0.63% 32
2019
Q4 		$655K Buy
+21,564
New +$623K 0.85% 27

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

Apexium Financial's VUG Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Growth ETF (VUG) stake by 1.2% in Q3 2025, buying an estimated $58.2K and bringing the position to 64,050 shares worth $5.12M. The position accounts for 0.25% of the portfolio, ranked #53.

Apexium Financial first reported a position in VUG in Q4 2019 and has held it in 24 quarters since. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Apexium Financial held 64,050 shares of Vanguard Growth ETF worth $5.12M as of Q3 2025.
  • Apexium Financial bought 762 Vanguard Growth ETF shares in Q3 2025, an estimated $58.2K.
  • Vanguard Growth ETF made up 0.25% of Apexium Financial's portfolio in Q3 2025, its #53 holding.
  • Apexium Financial first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.