CarsonAllaria Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

CarsonAllaria 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	–	Sell	-552	Closed	-$40.3K	–	332
2025 Q2	$40.3K	Hold	552	–	–	0.02%	145
2025 Q1	$34.1K	Hold	552	–	–	0.02%	156
2024 Q4	$37.8K	Hold	552	–	–	0.02%	145
2024 Q3	$35.3K	Hold	552	–	–	0.02%	150
2024 Q2	$34.4K	Buy	+552	New	+$32.2K	0.02%	146
2023 Q3	–	Sell	-858	Closed	-$40.6K	–	408
2023 Q2	$40.6K	Hold	858	–	–	0.03%	122
2023 Q1	$35.7K	Buy	+858	New	+$33.4K	0.03%	126

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

CarsonAllaria Wealth Management's VUG Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Vanguard Growth ETF (VUG) in Q3 2025, closing a stake of 552 shares — an estimated $40.3K sold.

CarsonAllaria Wealth Management first reported a position in VUG in Q1 2023 and held it in 7 quarters. The position peaked at $40.6K in Q2 2023. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Vanguard Growth ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 552 Vanguard Growth ETF shares in Q3 2025, an estimated $40.3K.
CarsonAllaria Wealth Management first reported a position in Vanguard Growth ETF in Q1 2023 and held it in 7 quarters.
CarsonAllaria Wealth Management's Vanguard Growth ETF position peaked at $40.6K in Q2 2023.
2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.