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

Gitterman 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	$221K	Hold	2,772	–	–	0.05%	119
2025 Q2	$202K	Buy	+2,772	New	+$183K	0.05%	144
2023 Q1	–	Sell	-6,036	Closed	-$214K	–	113
2022 Q4	$214K	Sell	6,036 -4,428	-42%	-$163K	0.11%	65
2022 Q3	$375K	Sell	10,464 -10,818	-51%	-$435K	0.39%	27
2022 Q2	$790K	Sell	21,282 -4,260	-17%	-$175K	0.74%	17
2022 Q1	$1.22M	Sell	25,542 -5,274	-17%	-$249K	0.99%	13
2021 Q4	$1.65M	Sell	30,816 -9,882	-24%	-$515K	1.22%	12
2021 Q3	$1.97M	Sell	40,698 -6,612	-14%	-$329K	1.58%	8
2021 Q2	$2.26M	Sell	47,310 -84,906	-64%	-$3.86M	1.83%	8
2021 Q1	$5.66M	Buy	+132,216	New	+$5.66M	3.65%	5

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

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

Gitterman Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q3 2025 at 2,772 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #119.

Gitterman Wealth Management first reported a position in VUG in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.66M in Q1 2021. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Gitterman Wealth Management held 2,772 shares of Vanguard Growth ETF worth $221K as of Q3 2025.
Gitterman Wealth Management left its Vanguard Growth ETF share count unchanged in Q3 2025.
Vanguard Growth ETF made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #119 holding.
Gitterman Wealth Management first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 10 quarters since.
Gitterman Wealth Management's Vanguard Growth ETF position peaked at $5.66M in Q1 2021.
2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.