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Defined Financial Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Defined Financial Planning’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
-4,122
Closed -$305K – 76
2025
Q2 		$305K Sell
4,122
-7,824
-65% -$515K 0.27% 44
2025
Q1 		$745K Buy
11,946
+7,854
+192% +$530K 0.75% 25
2024
Q4 		$280K Buy
+4,092
New +$275K 0.3% 50

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Defined Financial Planning's VUG Position: Q3 2025 in Review

Defined Financial Planning sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 4,122 shares — an estimated $305K sold.

Defined Financial Planning first reported a position in VUG in Q4 2024 and held it in 3 quarters. The position peaked at $745K in Q1 2025. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Defined Financial Planning reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Defined Financial Planning sold 4,122 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $305K.
  • Defined Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 3 quarters.
  • Defined Financial Planning's Vanguard Morningstar Growth ETF position peaked at $745K in Q1 2025.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.