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

David 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	$237K	Buy	+3,240	New	+$213K	0.18%	51

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

David Wealth Management's VUG Position: Q2 2025 in Review

David Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2025: 3,240 shares worth $237K. The stake represents 0.18% of the portfolio and ranks #51 among its holdings.

2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

David Wealth Management held 3,240 shares of Vanguard Morningstar Growth ETF worth $237K as of Q2 2025.
Vanguard Morningstar Growth ETF was a new David Wealth Management position in Q2 2025.
Vanguard Morningstar Growth ETF made up 0.18% of David Wealth Management's portfolio in Q2 2025, its #51 holding.
2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.