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Lee Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lee Financial’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
-4,812
Closed -$385K – 185
2025
Q3 		$385K Buy
+4,812
New +$368K 0.05% 127
2025
Q1 		– Sell
-4,146
Closed -$284K – 185
2024
Q4 		$284K Buy
4,146
+1,014
+32% +$68.1K 0.04% 151
2024
Q3 		$200K Buy
+3,132
New +$194K 0.03% 172
2024
Q1 		– Sell
-402
Closed -$20.8K – 810
2023
Q4 		$20.8K Hold
402
– – ﹤0.01% 318
2023
Q3 		$18.2K Hold
402
– – ﹤0.01% 316
2023
Q2 		$19K Sell
402
-42
-9% -$1.82K ﹤0.01% 312
2023
Q1 		$18.5K Hold
444
– – ﹤0.01% 322
2022
Q4 		$15.8K Hold
444
– – ﹤0.01% 392
2022
Q3 		$16K Hold
444
– – ﹤0.01% 362
2022
Q2 		$16K Hold
444
– – ﹤0.01% 374
2022
Q1 		$21K Sell
444
-18
-4% -$851 ﹤0.01% 334
2021
Q4 		$25K Sell
462
-36
-7% -$1.88K ﹤0.01% 339
2021
Q3 		$24K Hold
498
– – 0.01% 311
2021
Q2 		$24K Sell
498
-1,530
-75% -$69.5K 0.01% 303
2021
Q1 		$87K Buy
2,028
+1,020
+101% +$43.6K 0.02% 184
2020
Q4 		$43K Sell
1,008
-534
-35% -$21.3K 0.01% 221
2020
Q3 		$58K Buy
1,542
+1,008
+189% +$37.2K 0.02% 215
2020
Q2 		$18K Hold
534
– – 0.01% 291
2020
Q1 		$14K Hold
534
– – ﹤0.01% 264
2019
Q4 		$16K Hold
534
– – ﹤0.01% 282
2019
Q3 		$15K Hold
534
– – ﹤0.01% 284
2019
Q2 		$15K Hold
534
– – ﹤0.01% 303
2019
Q1 		$14K Buy
+534
New +$13.2K ﹤0.01% 297

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

Lee Financial's VUG Position: Q4 2025 in Review

Lee Financial sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 4,812 shares — an estimated $385K sold.

Lee Financial first reported a position in VUG in Q1 2019 and held it in 23 quarters. The position peaked at $385K in Q3 2025. 2,813 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Lee Financial reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 4,812 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $385K.
  • Lee Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and held it in 23 quarters.
  • Lee Financial's Vanguard Morningstar Growth ETF position peaked at $385K in Q3 2025.
  • 2,813 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.