Intrepid Financial Planning Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Intrepid Financial Planning Group’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	-2,646	Closed	-$212K	–	131
2025 Q3	$212K	Buy	+2,646	New	+$202K	0.08%	118
2022 Q4	–	Sell	-6,642	Closed	-$237K	–	123
2022 Q3	$237K	Sell	6,642 -120	-2%	-$4.82K	0.13%	82
2022 Q2	$251K	Buy	+6,762	New	+$278K	0.14%	80

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Intrepid Financial Planning Group's VUG Position: Q4 2025 in Review

Intrepid Financial Planning Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 2,646 shares — an estimated $212K sold.

Intrepid Financial Planning Group first reported a position in VUG in Q2 2022 and held it in 3 quarters. The position peaked at $251K in Q2 2022. 2,813 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Intrepid Financial Planning Group reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 2,646 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $212K.
Intrepid Financial Planning Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and held it in 3 quarters.
Intrepid Financial Planning Group's Vanguard Morningstar Growth ETF position peaked at $251K in Q2 2022.
2,813 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.