Lineweaver Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lineweaver Wealth Advisors’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	-4,086	Closed	-$253K	–	162
2025 Q1	$253K	Buy	4,086 +6	+0.1%	+$405	0.04%	130
2024 Q4	$279K	Buy	+4,080	New	+$274K	0.05%	120
2023 Q3	–	Sell	-5,238	Closed	-$247K	–	145
2023 Q2	$247K	Buy	5,238 +30	+0.6%	+$1.3K	0.07%	108
2023 Q1	$217K	Buy	+5,208	New	+$203K	0.07%	118
2022 Q2	–	Sell	-5,100	Closed	-$244K	–	155
2022 Q1	$244K	Buy	5,100 +6	+0.1%	+$284	0.07%	123
2021 Q4	$272K	Buy	5,094 +6	+0.1%	+$313	0.08%	116
2021 Q3	$246K	Buy	5,088 +6	+0.1%	+$299	0.08%	120
2021 Q2	$242K	Sell	5,082 -3,348	-40%	-$152K	0.08%	110
2021 Q1	$361K	Buy	+8,430	New	+$361K	0.13%	78

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

Lineweaver Wealth Advisors's VUG Position: Q2 2025 in Review

Lineweaver Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 4,086 shares — an estimated $253K sold.

Lineweaver Wealth Advisors first reported a position in VUG in Q1 2021 and held it in 9 quarters. The position peaked at $361K in Q1 2021. 2,500 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Lineweaver Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
Lineweaver Wealth Advisors sold 4,086 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $253K.
Lineweaver Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and held it in 9 quarters.
Lineweaver Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $361K in Q1 2021.
2,500 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.