Brass Tax Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Brass Tax Wealth Management’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	$821K	Buy	10,266 +4,086	+66%	+$312K	0.14%	77
2025 Q2	$452K	Buy	6,180 +540	+10%	+$35.6K	0.09%	119
2025 Q1	$349K	Buy	5,640 +792	+16%	+$53.4K	0.07%	135
2024 Q4	$332K	Buy	4,848 +600	+14%	+$40.3K	0.07%	133
2024 Q3	$272K	Hold	4,248	–	–	0.06%	161
2024 Q2	$265K	Buy	4,248 +654	+18%	+$38.1K	0.05%	155
2024 Q1	$206K	Buy	+3,594	New	+$198K	0.11%	107

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

Brass Tax Wealth Management's VUG Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 66% in Q3 2025, buying an estimated $312K and bringing the position to 10,266 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #77.

Brass Tax Wealth Management first reported a position in VUG in Q1 2024 and has held it in 7 quarters since. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Brass Tax Wealth Management held 10,266 shares of Vanguard Morningstar Growth ETF worth $821K as of Q3 2025.
Brass Tax Wealth Management bought 4,086 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $312K.
Vanguard Morningstar Growth ETF made up 0.14% of Brass Tax Wealth Management's portfolio in Q3 2025, its #77 holding.
Brass Tax Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 7 quarters since.
2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.