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Lane & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lane & 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
Q1 		$1.52M Buy
24,642
+1,620
+7% +$109K 0.82% 31
2024
Q4 		$1.61M Sell
23,022
-1,452
-6% -$97.5K 0.83% 31
2024
Q3 		$1.57M Buy
24,474
+1,272
+5% +$78.8K 0.85% 31
2024
Q2 		$1.45M Sell
23,202
-150
-0.6% -$8.75K 0.85% 31
2024
Q1 		$1.34M Buy
23,352
+30
+0.1% +$1.65K 0.84% 29
2023
Q4 		$1.21M Sell
23,322
-630
-3% -$30.4K 0.88% 27
2023
Q3 		$1.09M Buy
23,952
+1,692
+8% +$79.9K 0.87% 28
2023
Q2 		$1.05M Buy
22,260
+5,430
+32% +$235K 0.84% 32
2023
Q1 		$700K Sell
16,830
-5,556
-25% -$216K 0.62% 38
2022
Q4 		$795K Buy
+22,386
New +$824K 0.75% 32

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

Lane & Associates's VUG Position: Q1 2025 in Review

Lane & Associates increased its Vanguard Morningstar Growth ETF (VUG) stake by 7% in Q1 2025, buying an estimated $109K and bringing the position to 24,642 shares worth $1.52M. The position accounts for 0.82% of the portfolio, ranked #31.

Lane & Associates first reported a position in VUG in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2024. 2,445 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Lane & Associates held 24,642 shares of Vanguard Morningstar Growth ETF worth $1.52M as of Q1 2025.
  • Lane & Associates bought 1,620 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $109K.
  • Vanguard Morningstar Growth ETF made up 0.82% of Lane & Associates's portfolio in Q1 2025, its #31 holding.
  • Lane & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Vanguard Morningstar Growth ETF position peaked at $1.61M in Q4 2024.
  • 2,445 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.