Litman Gregory Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Litman Gregory Wealth 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 Q4	$203K	Buy	+2,496	New	+$203K	0.01%	145
2025 Q3	–	Sell	-4,200	Closed	-$307K	–	151
2025 Q2	$307K	Buy	4,200 +78	+2%	+$5.13K	0.02%	116
2025 Q1	$255K	Hold	4,122	–	–	0.02%	125
2024 Q4	$282K	Hold	4,122	–	–	0.02%	111
2024 Q3	$264K	Hold	4,122	–	–	0.02%	121
2024 Q2	$257K	Buy	4,122 +396	+11%	+$23.1K	0.02%	118
2024 Q1	$214K	Buy	+3,726	New	+$205K	0.02%	126

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

Litman Gregory Wealth Management's VUG Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2025: 2,496 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #145 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in VUG as recently as Q2 2025.

Litman Gregory Wealth Management first reported a position in VUG in Q1 2024 and has held it in 7 quarters since. The position peaked at $307K in Q2 2025. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Litman Gregory Wealth Management held 2,496 shares of Vanguard Morningstar Growth ETF worth $203K as of Q4 2025.
Vanguard Morningstar Growth ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Vanguard Morningstar Growth ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #145 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 7 quarters since.
Litman Gregory Wealth Management's Vanguard Morningstar Growth ETF position peaked at $307K in Q2 2025.
2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.