Divergent Planning’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Divergent 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 Q4	$384K	Sell	4,740 -432	-8%	-$35.1K	0.1%	26
2025 Q3	$415K	Hold	5,172	–	–	0.11%	25
2025 Q2	$374K	Buy	5,172 +432	+9%	+$28.4K	0.11%	26
2025 Q1	$298K	Hold	4,740	–	–	0.1%	24
2024 Q4	$322K	Hold	4,740	–	–	0.11%	23
2024 Q3	$303K	Hold	4,740	–	–	0.11%	25
2024 Q2	$302K	Hold	4,740	–	–	0.12%	24
2024 Q1	$272K	Hold	4,740	–	–	0.11%	25
2023 Q4	$241K	Hold	4,740	–	–	0.12%	24
2023 Q3	$221K	Hold	4,740	–	–	0.12%	22
2023 Q2	$224K	Buy	+4,740	New	+$206K	0.12%	23
2022 Q2	–	Sell	-4,740	Closed	-$228K	–	23
2022 Q1	$228K	Buy	+4,740	New	+$224K	0.15%	20

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

Divergent Planning's VUG Position: Q4 2025 in Review

Divergent Planning reduced its Vanguard Morningstar Growth ETF (VUG) stake by 8.4% in Q4 2025, selling an estimated $35.1K and leaving 4,740 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #26.

Divergent Planning first reported a position in VUG in Q1 2022 and has held it in 12 quarters since. The position peaked at $415K in Q3 2025. 2,813 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Divergent Planning held 4,740 shares of Vanguard Morningstar Growth ETF worth $384K as of Q4 2025.
Divergent Planning sold 432 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $35.1K.
Vanguard Morningstar Growth ETF made up 0.1% of Divergent Planning's portfolio in Q4 2025, its #26 holding.
Divergent Planning first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 12 quarters since.
Divergent Planning's Vanguard Morningstar Growth ETF position peaked at $415K in Q3 2025.
2,813 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.