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Kathleen S. Wright Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kathleen S. Wright Associates’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 		$11.3M Buy
141,720
+1,908
+1% +$146K 4.2% 5
2025
Q2 		$10.2M Sell
139,812
-9,264
-6% -$610K 3.99% 5
2025
Q1 		$9.21M Buy
149,076
+3,810
+3% +$257K 3.81% 5
2024
Q4 		$9.94M Sell
145,266
-96
-0.1% -$6.45K 4.14% 5
2024
Q3 		$9.3M Buy
145,362
+2,784
+2% +$173K 3.84% 5
2024
Q2 		$8.89M Sell
142,578
-1,956
-1% -$114K 4.08% 5
2024
Q1 		$8.29M Buy
144,534
+11,544
+9% +$635K 3.91% 5
2023
Q4 		$6.89M Sell
132,990
-7,278
-5% -$351K 3.51% 6
2023
Q3 		$6.37M Sell
140,268
-2,760
-2% -$130K 3.56% 6
2023
Q2 		$6.75M Buy
143,028
+1,758
+1% +$76.2K 4.3% 6
2023
Q1 		$5.87M Buy
141,270
+354
+0.3% +$13.8K 3.86% 6
2022
Q4 		$5M Buy
140,916
+45,282
+47% +$1.67M 3.39% 5
2022
Q3 		$3.41M Buy
95,634
+13,944
+17% +$560K 2.77% 7
2022
Q2 		$3.04M Buy
81,690
+5,136
+7% +$211K 2.55% 9
2022
Q1 		$3.67M Buy
76,554
+2,226
+3% +$105K 2.68% 9
2021
Q4 		$3.98M Buy
+74,328
New +$3.87M 2.92% 7

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

Kathleen S. Wright Associates's VUG Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q3 2025, buying an estimated $146K and bringing the position to 141,720 shares worth $11.3M. The position accounts for 4.2% of the portfolio, ranked #5.

Kathleen S. Wright Associates first reported a position in VUG in Q4 2021 and has held it in 16 quarters since. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Kathleen S. Wright Associates held 141,720 shares of Vanguard Morningstar Growth ETF worth $11.3M as of Q3 2025.
  • Kathleen S. Wright Associates bought 1,908 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $146K.
  • Vanguard Morningstar Growth ETF made up 4.2% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #5 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.