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Lesa Sroufe & Co’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lesa Sroufe & Co’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
Q2 		– Sell
-3,654
Closed -$250K – 74
2025
Q1 		$250K Buy
+3,654
New +$246K 0.25% 61
2024
Q3 		$234K Hold
3,654
– – 0.22% 64
2024
Q2 		$228K Hold
3,654
– – 0.22% 64
2024
Q1 		$210K Buy
+3,654
New +$201K 0.2% 70

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

Lesa Sroufe & Co's VUG Position: Q2 2025 in Review

Lesa Sroufe & Co sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 3,654 shares — an estimated $250K sold.

Lesa Sroufe & Co first reported a position in VUG in Q1 2024 and held it in 4 quarters. The position peaked at $250K in Q1 2025. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Lesa Sroufe & Co reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lesa Sroufe & Co sold 3,654 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $250K.
  • Lesa Sroufe & Co first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and held it in 4 quarters.
  • Lesa Sroufe & Co's Vanguard Morningstar Growth ETF position peaked at $250K in Q1 2025.
  • 2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Lesa Sroufe & Co's 13F filing for Q2 2025, filed 29 Jul 2025.