Lifestyle Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lifestyle Asset Management’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	-4,062	Closed	-$251K	–	147
2025 Q1	$251K	Buy	4,062 +102	+3%	+$6.88K	0.14%	93
2024 Q4	$271K	Buy	3,960 +102	+3%	+$6.85K	0.15%	84
2024 Q3	$247K	Sell	3,858 -24	-0.6%	-$1.49K	0.14%	89
2024 Q2	$242K	Hold	3,882	–	–	0.14%	86
2024 Q1	$223K	Hold	3,882	–	–	0.13%	89
2023 Q4	$201K	Buy	+3,882	New	+$187K	0.11%	94

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Lifestyle Asset Management's VUG Position: Q2 2025 in Review

Lifestyle Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 4,062 shares — an estimated $251K sold.

Lifestyle Asset Management first reported a position in VUG in Q4 2023 and held it in 6 quarters. The position peaked at $271K in Q4 2024. 2,500 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Lifestyle Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
Lifestyle Asset Management sold 4,062 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $251K.
Lifestyle Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 6 quarters.
Lifestyle Asset Management's Vanguard Morningstar Growth ETF position peaked at $271K in Q4 2024.
2,500 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.