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McCarthy & Cox’s Vanguard Growth ETF VUG Stock Holding History

McCarthy & Cox’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 		– Sell
-3,372
Closed -$270K – 69
2025
Q3 		$270K Hold
3,372
– – 0.06% 58
2025
Q2 		$246K Hold
3,372
– – 0.06% 59
2025
Q1 		$208K Buy
+3,372
New +$227K 0.09% 59

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

McCarthy & Cox's VUG Position: Q4 2025 in Review

McCarthy & Cox sold out of Vanguard Growth ETF (VUG) in Q4 2025, closing a stake of 3,372 shares — an estimated $270K sold.

McCarthy & Cox first reported a position in VUG in Q1 2025 and held it in 3 quarters. The position peaked at $270K in Q3 2025. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • McCarthy & Cox reported no remaining Vanguard Growth ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 3,372 Vanguard Growth ETF shares in Q4 2025, an estimated $270K.
  • McCarthy & Cox first reported a position in Vanguard Growth ETF in Q1 2025 and held it in 3 quarters.
  • McCarthy & Cox's Vanguard Growth ETF position peaked at $270K in Q3 2025.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.