Lowe Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Lowe 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 Q3	$204K	Sell	2,556 -18	-0.7%	-$1.38K	0.07%	59
2025 Q2	$188K	Hold	2,574	–	–	0.07%	60
2025 Q1	$159K	Hold	2,574	–	–	0.07%	59
2024 Q4	$176K	Hold	2,574	–	–	0.08%	58
2024 Q3	$165K	Hold	2,574	–	–	0.07%	56
2024 Q2	$160K	Buy	2,574 +108	+4%	+$6.3K	0.07%	51
2024 Q1	$141K	Sell	2,466 -1,500	-38%	-$82.5K	0.07%	59
2023 Q4	$205K	Hold	3,966	–	–	0.1%	52
2023 Q3	$180K	Hold	3,966	–	–	0.1%	56
2023 Q2	$187K	Hold	3,966	–	–	0.09%	54
2023 Q1	$165K	Sell	3,966 -600	-13%	-$23.3K	0.09%	51
2022 Q4	$162K	Buy	4,566 +4,500	+6,818%	+$166K	0.09%	52
2022 Q3	$2K	Hold	66	–	–	﹤0.01%	302
2022 Q2	$2K	Hold	66	–	–	﹤0.01%	284
2022 Q1	$3K	Hold	66	–	–	﹤0.01%	280
2021 Q4	$4K	Hold	66	–	–	﹤0.01%	246
2021 Q3	$3K	Hold	66	–	–	﹤0.01%	250
2021 Q2	$3K	Hold	66	–	–	﹤0.01%	244
2021 Q1	$3K	Sell	66 -72	-52%	-$3.08K	﹤0.01%	238
2020 Q4	$6K	Hold	138	–	–	﹤0.01%	198
2020 Q3	$5K	Hold	138	–	–	﹤0.01%	196
2020 Q2	$5K	Sell	138 -174	-56%	-$5.35K	﹤0.01%	192
2020 Q1	$8K	Sell	312 -276	-47%	-$8.27K	0.01%	166
2019 Q4	$18K	Hold	588	–	–	0.01%	122
2019 Q3	$16K	Hold	588	–	–	0.01%	125
2019 Q2	$16K	Hold	588	–	–	0.01%	131
2019 Q1	$15K	Buy	588 +450	+326%	+$11.1K	0.01%	118
2018 Q4	$3K	Buy	+138	New	+$3.34K	﹤0.01%	202

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Lowe Wealth Advisors's VUG Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.7% in Q3 2025, selling an estimated $1.38K and leaving 2,556 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #59.

Lowe Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 28 quarters since. The position peaked at $205K in Q4 2023. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

Lowe Wealth Advisors held 2,556 shares of Vanguard Growth ETF worth $204K as of Q3 2025.
Lowe Wealth Advisors sold 18 Vanguard Growth ETF shares in Q3 2025, an estimated $1.38K.
Vanguard Growth ETF made up 0.07% of Lowe Wealth Advisors's portfolio in Q3 2025, its #59 holding.
Lowe Wealth Advisors first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 28 quarters since.
Lowe Wealth Advisors's Vanguard Growth ETF position peaked at $205K in Q4 2023.
2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.