GGM Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

GGM Wealth 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 Q1	$1.05M	Buy	16,686 +222	+1%	+$15K	0.58%	45
2024 Q4	$1.13M	Buy	16,464 +1,404	+9%	+$94.3K	0.59%	43
2024 Q3	$964K	Buy	15,060 +972	+7%	+$60.2K	0.42%	50
2024 Q2	$879K	Hold	14,088	–	–	0.4%	52
2024 Q1	$805K	Buy	14,088 +18	+0.1%	+$990	0.37%	54
2023 Q4	$757K	Buy	14,070 +12	+0.1%	+$579	0.31%	63
2023 Q3	$638K	Sell	14,058 -60	-0.4%	-$2.83K	0.28%	67
2023 Q2	$663K	Buy	+14,118	New	+$612K	0.27%	66

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

GGM Wealth Advisors's VUG Position: Q1 2025 in Review

GGM Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q1 2025, buying an estimated $15K and bringing the position to 16,686 shares worth $1.05M. The position accounts for 0.58% of the portfolio, ranked #45.

GGM Wealth Advisors first reported a position in VUG in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2024. 2,445 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

GGM Wealth Advisors held 16,686 shares of Vanguard Morningstar Growth ETF worth $1.05M as of Q1 2025.
GGM Wealth Advisors bought 222 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $15K.
Vanguard Morningstar Growth ETF made up 0.58% of GGM Wealth Advisors's portfolio in Q1 2025, its #45 holding.
GGM Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 8 quarters since.
GGM Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $1.13M in Q4 2024.
2,445 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.