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BlueChip Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BlueChip Wealth Advisors’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
-15,150
Closed -$1.21M – 170
2025
Q3 		$1.21M Buy
+15,150
New +$1.16M 0.52% 41

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

BlueChip Wealth Advisors's VUG Position: Q4 2025 in Review

BlueChip Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 15,150 shares — an estimated $1.21M sold.

BlueChip Wealth Advisors first reported a position in VUG in Q3 2025 and held it in 1 quarter. The position peaked at $1.21M in Q3 2025. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • BlueChip Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 15,150 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $1.21M.
  • BlueChip Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 1 quarter.
  • BlueChip Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $1.21M in Q3 2025.
  • 2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.