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Financial Gravity Companies’s Vanguard Growth ETF VUG Stock Holding History

Financial Gravity Companies’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
Q2 		$536K Buy
+7,338
New +$483K 0.11% 97
2024
Q4 		$542K Sell
7,926
-12
-0.2% -$806 0.12% 91
2024
Q3 		$508K Buy
+7,938
New +$492K 0.14% 68
2018
Q4 		$90K Buy
+3,672
New +$89K 0.08% 218
2018
Q1 		$77K Sell
3,258
-546
-14% -$13.3K 0.08% 228
2017
Q4 		$95K Buy
+3,804
New +$87.3K 0.11% 186

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

Financial Gravity Companies's VUG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Growth ETF (VUG) in Q2 2025: 7,338 shares worth $536K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VUG as recently as Q4 2024.

Financial Gravity Companies first reported a position in VUG in Q4 2017 and has held it in 6 quarters since. The position peaked at $542K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Financial Gravity Companies held 7,338 shares of Vanguard Growth ETF worth $536K as of Q2 2025.
  • Vanguard Growth ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Growth ETF made up 0.11% of Financial Gravity Companies's portfolio in Q2 2025, its #97 holding.
  • Financial Gravity Companies first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Vanguard Growth ETF position peaked at $542K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.