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Edge Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Edge Financial Advisors’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 		$4.32M Sell
53,136
-72
-0.1% -$5.84K 1.82% 13
2025
Q3 		$4.25M Sell
53,208
-438
-0.8% -$33.5K 1.91% 12
2025
Q2 		$3.92M Sell
53,646
-240
-0.4% -$15.8K 2.06% 12
2025
Q1 		$3.33M Buy
53,886
+1,050
+2% +$70.8K 2.1% 11
2024
Q4 		$3.61M Sell
52,836
-138
-0.3% -$9.27K 3.23% 4
2024
Q3 		$3.39M Sell
52,974
-1,722
-3% -$107K 3% 3
2024
Q2 		$3.41M Buy
54,696
+1,230
+2% +$71.7K 3.53% 3
2024
Q1 		$3.07M Buy
+53,466
New +$2.94M 2.7% 4

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 $374B AUM 17.66% 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

Edge Financial Advisors's VUG Position: Q4 2025 in Review

Edge Financial Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.14% in Q4 2025, selling an estimated $5.84K and leaving 53,136 shares worth $4.32M. The position accounts for 1.82% of the portfolio, ranked #13.

Edge Financial Advisors first reported a position in VUG in Q1 2024 and has held it in 8 quarters since. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Edge Financial Advisors held 53,136 shares of Vanguard Growth ETF worth $4.32M as of Q4 2025.
  • Edge Financial Advisors sold 72 Vanguard Growth ETF shares in Q4 2025, an estimated $5.84K.
  • Vanguard Growth ETF made up 1.82% of Edge Financial Advisors's portfolio in Q4 2025, its #13 holding.
  • Edge Financial Advisors first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.