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Longview Asset Management (New Mexico)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Longview Asset Management (New Mexico)’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 		$291K Hold
3,576
– – 0.2% 37
2025
Q3 		$286K Hold
3,576
– – 0.2% 37
2025
Q2 		$261K Hold
3,576
– – 0.2% 44
2025
Q1 		$221K Hold
3,576
– – 0.19% 52
2024
Q4 		$245K Buy
+3,576
New +$240K 0.21% 47

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Longview Asset Management (New Mexico)'s VUG Position: Q4 2025 in Review

Longview Asset Management (New Mexico) held its Vanguard Morningstar Growth ETF (VUG) position steady in Q4 2025 at 3,576 shares worth $291K. The position accounts for 0.2% of the portfolio, ranked #37.

Longview Asset Management (New Mexico) first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. 2,807 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Longview Asset Management (New Mexico) held 3,576 shares of Vanguard Morningstar Growth ETF worth $291K as of Q4 2025.
  • Longview Asset Management (New Mexico) left its Vanguard Morningstar Growth ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Growth ETF made up 0.2% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #37 holding.
  • Longview Asset Management (New Mexico) first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,807 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.