HWMO
VUG icon

Heritage Wealth Management (Ohio)’s Vanguard Growth ETF VUG Stock Holding History

Heritage Wealth Management (Ohio)’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
Q4 		– Sell
-3,186
Closed -$255K – 270
2025
Q3 		$255K Hold
3,186
– – 0.07% 216
2025
Q2 		$233K Buy
+3,186
New +$210K 0.08% 215

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

Heritage Wealth Management (Ohio)'s VUG Position: Q4 2025 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard Growth ETF (VUG) in Q4 2025, closing a stake of 3,186 shares — an estimated $255K sold.

Heritage Wealth Management (Ohio) first reported a position in VUG in Q2 2025 and held it in 2 quarters. The position peaked at $255K in Q3 2025. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Vanguard Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 3,186 Vanguard Growth ETF shares in Q4 2025, an estimated $255K.
  • Heritage Wealth Management (Ohio) first reported a position in Vanguard Growth ETF in Q2 2025 and held it in 2 quarters.
  • Heritage Wealth Management (Ohio)'s Vanguard Growth ETF position peaked at $255K in Q3 2025.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2025, filed 26 Jan 2026.