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Brass Tax Wealth Management’s Vanguard 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 0.11% 109
2024
Q1 		$206K Buy
+3,594
New +$198K 0.11% 107

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

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

Brass Tax Wealth Management increased its Vanguard 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. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Brass Tax Wealth Management held 10,266 shares of Vanguard Growth ETF worth $821K as of Q3 2025.
  • Brass Tax Wealth Management bought 4,086 Vanguard Growth ETF shares in Q3 2025, an estimated $312K.
  • Vanguard 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 Growth ETF in Q1 2024 and has held it in 7 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

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