DQRIM
VUG icon

Dale Q Rice Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Dale Q Rice Investment 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
-4,800
Closed -$297K – 90
2025
Q1 		$297K Buy
+4,800
New +$324K 0.15% 70

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 $424B AUM 22.94% 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

Dale Q Rice Investment Management's VUG Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 4,800 shares — an estimated $297K sold.

Dale Q Rice Investment Management first reported a position in VUG in Q1 2025 and held it in 1 quarter. The position peaked at $297K in Q1 2025. 2,495 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 4,800 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $297K.
  • Dale Q Rice Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's Vanguard Morningstar Growth ETF position peaked at $297K in Q1 2025.
  • 2,495 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.