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

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 Q3	$205K	Buy	+2,562	New	+$196K	0.04%	80

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Financial Advisors's VUG Position: Q3 2025 in Review

Financial Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2025: 2,562 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #80 among its holdings.

2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Financial Advisors held 2,562 shares of Vanguard Morningstar Growth ETF worth $205K as of Q3 2025.
Vanguard Morningstar Growth ETF was a new Financial Advisors position in Q3 2025.
Vanguard Morningstar Growth ETF made up 0.04% of Financial Advisors's portfolio in Q3 2025, its #80 holding.
2,600 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.