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Family Legacy Financial Solutions’s Vanguard Growth ETF VUG Stock Holding History

Family Legacy Financial Solutions’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 		– Sell
-570
Closed -$45.6K – 234
2025
Q3 		$45.6K Buy
+570
New +$43.6K 0.03% 98

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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

Family Legacy Financial Solutions's VUG Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Growth ETF (VUG) in Q4 2025, closing a stake of 570 shares — an estimated $45.6K sold.

Family Legacy Financial Solutions first reported a position in VUG in Q3 2025 and held it in 1 quarter. The position peaked at $45.6K in Q3 2025. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 570 Vanguard Growth ETF shares in Q4 2025, an estimated $45.6K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Growth ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Vanguard Growth ETF position peaked at $45.6K in Q3 2025.
  • 2,804 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.