AAS
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Avantax Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Avantax Advisory Services’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 		$296M Buy
4,057,896
+16,698
+0.4% +$1.1M 1.63% 7
2025
Q1 		$250M Buy
4,041,198
+401,136
+11% +$27M 1.52% 8
2024
Q4 		$249M Buy
3,640,062
+212,892
+6% +$14.3M 1.56% 8
2024
Q3 		$219M Buy
3,427,170
+420,744
+14% +$26.1M 1.44% 8
2024
Q2 		$187M Buy
3,006,426
+996,792
+50% +$58.1M 1.34% 12
2024
Q1 		$115M Buy
2,009,634
+435,612
+28% +$24M 1.02% 13
2023
Q4 		$81.6M Buy
1,574,022
+119,256
+8% +$5.76M 0.81% 16
2023
Q3 		$66M Buy
1,454,766
+30,450
+2% +$1.44M 0.74% 18
2023
Q2 		$67.2M Buy
1,424,316
+6,414
+0.5% +$278K 0.77% 17
2023
Q1 		$58.9M Sell
1,417,902
-247,404
-15% -$9.62M 0.72% 18
2022
Q4 		$59.1M Buy
1,665,306
+154,596
+10% +$5.69M 0.79% 16
2022
Q3 		$53.9M Buy
1,510,710
+61,122
+4% +$2.46M 0.83% 16
2022
Q2 		$53.9M Buy
1,449,588
+159,006
+12% +$6.53M 0.81% 17
2022
Q1 		$61.9M Buy
1,290,582
+106,056
+9% +$5.02M 0.85% 18
2021
Q4 		$63.4M Buy
1,184,526
+47,610
+4% +$2.48M 0.95% 17
2021
Q3 		$55M Buy
1,136,916
+54,918
+5% +$2.73M 0.92% 16
2021
Q2 		$51.7M Buy
1,081,998
+56,736
+6% +$2.58M 0.94% 15
2021
Q1 		$44M Sell
1,025,262
-210,288
-17% -$9M 0.94% 17
2020
Q4 		$52.2M Sell
1,235,550
-318,636
-21% -$12.7M 1.24% 16
2020
Q3 		$59M Buy
1,554,186
+693,798
+81% +$25.6M 0.95% 19
2020
Q2 		$29M Buy
860,388
+221,250
+35% +$6.8M 0.84% 19
2020
Q1 		$16.7M Sell
639,138
-30,936
-5% -$927K 0.5% 28
2019
Q4 		$20.3M Buy
670,074
+109,248
+19% +$3.15M 0.47% 25
2019
Q3 		$15.5M Buy
560,826
+26,262
+5% +$729K 0.63% 18
2019
Q2 		$14.6M Buy
534,564
+89,862
+20% +$2.4M 0.64% 16
2019
Q1 		$11.6M Buy
444,702
+45,636
+11% +$1.13M 0.62% 15
2018
Q4 		$8.94M Buy
+399,066
New +$9.67M 1.5% 10

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

Avantax Advisory Services's VUG Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Growth ETF (VUG) stake by 0.41% in Q2 2025, buying an estimated $1.1M and bringing the position to 4,057,896 shares worth $296M. The position accounts for 1.63% of the portfolio, ranked #7.

Avantax Advisory Services first reported a position in VUG in Q4 2018 and has held it in 27 quarters since. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Avantax Advisory Services held 4,057,896 shares of Vanguard Growth ETF worth $296M as of Q2 2025.
  • Avantax Advisory Services bought 16,698 Vanguard Growth ETF shares in Q2 2025, an estimated $1.1M.
  • Vanguard Growth ETF made up 1.63% of Avantax Advisory Services's portfolio in Q2 2025, its #7 holding.
  • Avantax Advisory Services first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.