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

Certus 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	$11.2M	Sell	139,608 -2,712	-2%	-$207K	6.68%	2
2025 Q2	$10.4M	Sell	142,320 -10,962	-7%	-$722K	6.7%	2
2025 Q1	$10.3M	Buy	153,282 +3,372	+2%	+$227K	7.01%	2
2024 Q4	$10.6M	Sell	149,910 -792	-0.5%	-$53.2K	7.07%	2
2024 Q3	$9.64M	Sell	150,702 -2,082	-1%	-$129K	6.71%	3
2024 Q2	$9.52M	Buy	152,784 +102,612	+205%	+$5.98M	7.23%	3
2024 Q1	$2.83M	Sell	50,172 -10,098	-17%	-$555K	2.26%	13
2023 Q4	$3.12M	Buy	60,270 +2,694	+5%	+$130K	2.65%	12
2023 Q3	$2.61M	Buy	57,576 +19,284	+50%	+$911K	2.5%	13
2023 Q2	$1.81M	Buy	+38,292	New	+$1.66M	1.79%	14

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

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

Certus Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.9% in Q3 2025, selling an estimated $207K and leaving 139,608 shares worth $11.2M. The position accounts for 6.68% of the portfolio, ranked #2.

Certus Wealth Management first reported a position in VUG in Q2 2023 and has held it in 10 quarters since. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Certus Wealth Management held 139,608 shares of Vanguard Morningstar Growth ETF worth $11.2M as of Q3 2025.
Certus Wealth Management sold 2,712 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $207K.
Vanguard Morningstar Growth ETF made up 6.68% of Certus Wealth Management's portfolio in Q3 2025, its #2 holding.
Certus Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 10 quarters since.
2,600 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.