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Asset Planning Corporation’s Vanguard Growth ETF VUG Stock Holding History

Asset Planning Corporation’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 		$215K Buy
+2,688
New +$205K 0.1% 48
2021
Q1 		– Sell
-3,018
Closed -$127K – 68
2020
Q4 		$127K Buy
+3,018
New +$120K 0.13% 35

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

Asset Planning Corporation's VUG Position: Q3 2025 in Review

Asset Planning Corporation opened a new position in Vanguard Growth ETF (VUG) in Q3 2025: 2,688 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #48 among its holdings. This is a return to the name: Asset Planning Corporation previously reported a position in VUG as recently as Q4 2020.

Asset Planning Corporation first reported a position in VUG in Q4 2020 and has held it in 2 quarters since. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Asset Planning Corporation held 2,688 shares of Vanguard Growth ETF worth $215K as of Q3 2025.
  • Vanguard Growth ETF was a new Asset Planning Corporation position in Q3 2025.
  • Vanguard Growth ETF made up 0.1% of Asset Planning Corporation's portfolio in Q3 2025, its #48 holding.
  • Asset Planning Corporation first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.