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Financial Advocates Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-20,160
Closed -$1.47M – 590
2025
Q2 		$1.47M Sell
20,160
-23,508
-54% -$1.55M 0.12% 164
2025
Q1 		$2.7M Sell
43,668
-218,508
-83% -$14.7M 0.19% 128
2024
Q4 		$17.9M Sell
262,176
-36
-0% -$2.42K 1.02% 15
2024
Q3 		$16.7M Sell
262,212
-15,252
-5% -$945K 0.95% 14
2024
Q2 		$17.3M Sell
277,464
-240,066
-46% -$14M 1.07% 13
2024
Q1 		$29.7M Sell
517,530
-7,134
-1% -$392K 1.72% 5
2023
Q4 		$27.2M Buy
524,664
+142,446
+37% +$6.88M 1.78% 4
2023
Q3 		$17.3M Buy
382,218
+20,298
+6% +$959K 1.25% 8
2023
Q2 		$17.1M Sell
361,920
-4,392
-1% -$190K 1.22% 10
2023
Q1 		$15.2M Sell
366,312
-97,248
-21% -$3.78M 1.09% 12
2022
Q4 		$16.5M Buy
463,560
+29,814
+7% +$1.1M 1.23% 7
2022
Q3 		$15.5M Sell
433,746
-8,550
-2% -$344K 1.28% 6
2022
Q2 		$16.4M Buy
442,296
+87,504
+25% +$3.59M 1.33% 8
2022
Q1 		$17M Buy
354,792
+68,592
+24% +$3.24M 1.12% 11
2021
Q4 		$15.3M Sell
286,200
-85,680
-23% -$4.46M 0.96% 11
2021
Q3 		$18M Buy
371,880
+15,180
+4% +$755K 1.21% 8
2021
Q2 		$17.1M Buy
356,700
+20,256
+6% +$920K 1.14% 9
2021
Q1 		$14.4M Sell
336,444
-19,056
-5% -$815K 1.02% 12
2020
Q4 		$14.6M Buy
355,500
+25,770
+8% +$1.03M 1% 13
2020
Q3 		$12.5M Buy
329,730
+30,870
+10% +$1.14M 1.07% 16
2020
Q2 		$10.1M Sell
298,860
-4,218
-1% -$130K 0.95% 16
2020
Q1 		$7.92M Buy
303,078
+19,284
+7% +$578K 1.13% 13
2019
Q4 		$8.62M Buy
283,794
+27,978
+11% +$808K 0.92% 17
2019
Q3 		$7.09M Buy
255,816
+15,252
+6% +$423K 0.81% 25
2019
Q2 		$6.55M Buy
240,564
+10,842
+5% +$290K 0.76% 24
2019
Q1 		$5.99M Buy
229,722
+19,212
+9% +$474K 0.74% 24
2018
Q4 		$4.71M Sell
210,510
-13,002
-6% -$315K 0.64% 37
2018
Q3 		$6M Sell
223,512
-6,018
-3% -$157K 0.67% 31
2018
Q2 		$5.75M Buy
229,530
+618
+0.3% +$15.2K 0.7% 33
2018
Q1 		$5.41M Buy
228,912
+1,758
+0.8% +$42.9K 0.7% 30
2017
Q4 		$5.33M Buy
+227,154
New +$5.21M 0.73% 30

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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 $1.69B AUM 19.12% 1-Year Est. Return

Financial Advocates Investment Management's VUG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 20,160 shares — an estimated $1.47M sold.

Financial Advocates Investment Management first reported a position in VUG in Q4 2017 and held it in 31 quarters. The position peaked at $29.7M in Q1 2024. 2,602 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 20,160 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $1.47M.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Vanguard Morningstar Growth ETF position peaked at $29.7M in Q1 2024.
  • 2,602 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.