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Gries Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gries Financial’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 		$1.22M Buy
15,312
+3,876
+34% +$296K 0.19% 120
2025
Q2 		$836K Buy
11,436
+2,736
+31% +$180K 0.15% 132
2025
Q1 		$538K Buy
8,700
+2,190
+34% +$148K 0.1% 156
2024
Q4 		$445K Sell
6,510
-402
-6% -$27K 0.08% 174
2024
Q3 		$442K Buy
6,912
+738
+12% +$45.7K 0.08% 169
2024
Q2 		$385K Sell
6,174
-5,124
-45% -$299K 0.08% 164
2024
Q1 		$648K Buy
11,298
+3,336
+42% +$183K 0.11% 150
2023
Q4 		$413K Buy
+7,962
New +$384K 0.09% 144

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Gries Financial's VUG Position: Q3 2025 in Review

Gries Financial increased its Vanguard Morningstar Growth ETF (VUG) stake by 34% in Q3 2025, buying an estimated $296K and bringing the position to 15,312 shares worth $1.22M. The position accounts for 0.19% of the portfolio, ranked #120.

Gries Financial first reported a position in VUG in Q4 2023 and has held it in 8 quarters since. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Gries Financial held 15,312 shares of Vanguard Morningstar Growth ETF worth $1.22M as of Q3 2025.
  • Gries Financial bought 3,876 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $296K.
  • Vanguard Morningstar Growth ETF made up 0.19% of Gries Financial's portfolio in Q3 2025, its #120 holding.
  • Gries Financial first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.