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FSA Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

FSA Wealth 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 		$703K Sell
8,790
-18
-0.2% -$1.38K 0.26% 24
2025
Q2 		$644K Sell
8,808
-42
-0.5% -$2.77K 0.25% 24
2025
Q1 		$547K Sell
8,850
-330
-4% -$22.3K 0.23% 26
2024
Q4 		$628K Buy
9,180
+84
+0.9% +$5.64K 0.26% 24
2024
Q3 		$582K Buy
+9,096
New +$564K 0.23% 27
2024
Q1 		$519K Buy
9,054
+2,550
+39% +$140K 0.23% 25
2023
Q4 		$337K Sell
6,504
-1,908
-23% -$92.1K 0.16% 29
2023
Q3 		$382K Buy
8,412
+3,828
+84% +$181K 0.21% 28
2023
Q2 		$216K Buy
+4,584
New +$199K 0.12% 41
2023
Q1 		– Sell
-10,986
Closed -$390K – 48
2022
Q4 		$390K Sell
10,986
-53,106
-83% -$1.95M 0.23% 28
2022
Q3 		$2.29M Buy
+64,092
New +$2.58M 1.6% 14
2021
Q1 		– Sell
-780
Closed -$33K – 235
2020
Q4 		$33K Buy
+780
New +$31.1K 0.02% 159

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

FSA Wealth Management's VUG Position: Q3 2025 in Review

FSA Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 0.2% in Q3 2025, selling an estimated $1.38K and leaving 8,790 shares worth $703K. The position accounts for 0.26% of the portfolio, ranked #24.

FSA Wealth Management first reported a position in VUG in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.29M in Q3 2022. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • FSA Wealth Management held 8,790 shares of Vanguard Growth ETF worth $703K as of Q3 2025.
  • FSA Wealth Management sold 18 Vanguard Growth ETF shares in Q3 2025, an estimated $1.38K.
  • Vanguard Growth ETF made up 0.26% of FSA Wealth Management's portfolio in Q3 2025, its #24 holding.
  • FSA Wealth Management first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 12 quarters since.
  • FSA Wealth Management's Vanguard Growth ETF position peaked at $2.29M in Q3 2022.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.