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

Keener Financial Planning’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
-498
Closed -$39K – 217
2025
Q3 		$39K Hold
498
– – 0.02% 111
2025
Q2 		$36K Hold
498
– – 0.02% 114
2025
Q1 		$30K Hold
498
– – 0.02% 95
2024
Q4 		$34K Hold
498
– – 0.02% 105
2024
Q3 		$31K Hold
498
– – 0.02% 98
2024
Q2 		$31K Hold
498
– – 0.02% 105
2024
Q1 		$29K Buy
+498
New +$27.4K 0.02% 108

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 22.9% 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

Keener Financial Planning's VUG Position: Q4 2025 in Review

Keener Financial Planning sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 498 shares — an estimated $39K sold.

Keener Financial Planning first reported a position in VUG in Q1 2024 and held it in 7 quarters. The position peaked at $39K in Q3 2025. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Keener Financial Planning reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 498 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $39K.
  • Keener Financial Planning first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and held it in 7 quarters.
  • Keener Financial Planning's Vanguard Morningstar Growth ETF position peaked at $39K in Q3 2025.
  • 2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.