ISWM
VUG icon

Independent Solutions Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Independent Solutions 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 		– Sell
-11,304
Closed -$826K – 194
2025
Q2 		$826K Hold
11,304
– – 0.16% 111
2025
Q1 		$699K Buy
+11,304
New +$762K 0.16% 115

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

Independent Solutions Wealth Management's VUG Position: Q3 2025 in Review

Independent Solutions Wealth Management sold out of Vanguard Growth ETF (VUG) in Q3 2025, closing a stake of 11,304 shares — an estimated $826K sold.

Independent Solutions Wealth Management first reported a position in VUG in Q1 2025 and held it in 2 quarters. The position peaked at $826K in Q2 2025. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Independent Solutions Wealth Management reported no remaining Vanguard Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 11,304 Vanguard Growth ETF shares in Q3 2025, an estimated $826K.
  • Independent Solutions Wealth Management first reported a position in Vanguard Growth ETF in Q1 2025 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Vanguard Growth ETF position peaked at $826K in Q2 2025.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.