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Financial Partners Group (Tennessee)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Financial Partners Group (Tennessee)’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
Q1 		– Sell
-6,000
Closed -$410K – 94
2024
Q4 		$410K Hold
6,000
– – 0.17% 69
2024
Q3 		$384K Hold
6,000
– – 0.14% 75
2024
Q2 		$374K Hold
6,000
– – 0.15% 75
2024
Q1 		$344K Buy
+6,000
New +$330K 0.13% 80

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 $1.65B AUM 16.63% 1-Year Est. Return

Financial Partners Group (Tennessee)'s VUG Position: Q1 2025 in Review

Financial Partners Group (Tennessee) sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 6,000 shares — an estimated $410K sold.

Financial Partners Group (Tennessee) first reported a position in VUG in Q1 2024 and held it in 4 quarters. The position peaked at $410K in Q4 2024. 2,446 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Financial Partners Group (Tennessee) reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 6,000 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $410K.
  • Financial Partners Group (Tennessee) first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and held it in 4 quarters.
  • Financial Partners Group (Tennessee)'s Vanguard Morningstar Growth ETF position peaked at $410K in Q4 2024.
  • 2,446 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q1 2025, filed 18 Apr 2025.