Copperleaf Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Copperleaf Capital’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	$213K	Buy	+2,670	New	+$204K	0.1%	112

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

Copperleaf Capital's VUG Position: Q3 2025 in Review

Copperleaf Capital opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2025: 2,670 shares worth $213K. The stake represents 0.1% of the portfolio and ranks #112 among its holdings.

2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Copperleaf Capital held 2,670 shares of Vanguard Morningstar Growth ETF worth $213K as of Q3 2025.
Vanguard Morningstar Growth ETF was a new Copperleaf Capital position in Q3 2025.
Vanguard Morningstar Growth ETF made up 0.1% of Copperleaf Capital's portfolio in Q3 2025, its #112 holding.
2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.