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Capital A Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Capital A 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
Q2 		– Sell
-12
Closed -$742 – 834
2025
Q1 		$742 Sell
12
-240
-95% -$16.2K ﹤0.01% 572
2024
Q4 		$17.2K Buy
+252
New +$16.9K 0.03% 248

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

Capital A Wealth Management's VUG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Growth ETF (VUG) in Q2 2025, closing a stake of 12 shares — an estimated $742 sold.

Capital A Wealth Management first reported a position in VUG in Q4 2024 and held it in 2 quarters. The position peaked at $17.2K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 12 Vanguard Growth ETF shares in Q2 2025, an estimated $742.
  • Capital A Wealth Management first reported a position in Vanguard Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard Growth ETF position peaked at $17.2K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.