EFG Asset Management (Americas)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

EFG Asset Management (Americas)’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	$269K	Sell	3,366 -2,568	-43%	-$196K	0.05%	144
2025 Q2	$434K	Sell	5,934 -2,652	-31%	-$175K	0.08%	130
2025 Q1	$531K	Sell	8,586 -29,850	-78%	-$2.01M	0.11%	128
2024 Q4	$2.63M	Sell	38,436 -11,700	-23%	-$786K	0.51%	65
2024 Q3	$3.21M	Buy	+50,136	New	+$3.11M	0.63%	54
2019 Q1	–	Sell	-13,212	Closed	-$296K	–	122
2018 Q4	$296K	Hold	13,212	–	–	0.11%	98
2018 Q3	$355K	Sell	13,212 -29,904	-69%	-$782K	0.1%	96
2018 Q2	$1.08M	Hold	43,116	–	–	0.33%	78
2018 Q1	$1.02M	Hold	43,116	–	–	0.42%	55
2017 Q4	$1.01M	Hold	43,116	–	–	0.37%	63
2017 Q3	$954K	Sell	43,116 -1,566	-4%	-$34K	0.36%	63
2017 Q2	$946K	Buy	44,682 +1,440	+3%	+$30.2K	0.36%	69
2017 Q1	$877K	Buy	+43,242	New	+$853K	0.34%	74
2016 Q4	–	Sell	-798	Closed	-$15K	–	125
2016 Q3	$15K	Buy	+798	New	+$14.8K	0.01%	114

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

EFG Asset Management (Americas)'s VUG Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Vanguard Morningstar Growth ETF (VUG) stake by 43% in Q3 2025, selling an estimated $196K and leaving 3,366 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #144.

EFG Asset Management (Americas) first reported a position in VUG in Q3 2016 and has held it in 14 quarters since. The position peaked at $3.21M in Q3 2024. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

EFG Asset Management (Americas) held 3,366 shares of Vanguard Morningstar Growth ETF worth $269K as of Q3 2025.
EFG Asset Management (Americas) sold 2,568 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $196K.
Vanguard Morningstar Growth ETF made up 0.05% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #144 holding.
EFG Asset Management (Americas) first reported a position in Vanguard Morningstar Growth ETF in Q3 2016 and has held it in 14 quarters since.
EFG Asset Management (Americas)'s Vanguard Morningstar Growth ETF position peaked at $3.21M in Q3 2024.
2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.