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Marshall & Sullivan’s Vanguard Growth ETF VUG Stock Holding History

Marshall & Sullivan’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 		– Sell
-684
Closed -$50K – 106
2025
Q2 		$50K Buy
+684
New +$45K 0.02% 70

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 $374B AUM 17.66% 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 $377B AUM 19.32% 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

Marshall & Sullivan's VUG Position: Q3 2025 in Review

Marshall & Sullivan sold out of Vanguard Growth ETF (VUG) in Q3 2025, closing a stake of 684 shares — an estimated $50K sold.

Marshall & Sullivan first reported a position in VUG in Q2 2025 and held it in 1 quarter. The position peaked at $50K in Q2 2025. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Marshall & Sullivan reported no remaining Vanguard Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 684 Vanguard Growth ETF shares in Q3 2025, an estimated $50K.
  • Marshall & Sullivan first reported a position in Vanguard Growth ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's Vanguard Growth ETF position peaked at $50K in Q2 2025.
  • 2,600 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.