Morling Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Morling Financial 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 Q4	–	Sell	-768	Closed	-$61.4K	–	115
2025 Q3	$61.4K	Buy	+768	New	+$58.7K	0.02%	83
2025 Q2	–	Sell	-5,040	Closed	-$311K	–	129
2025 Q1	$311K	Sell	5,040 -900	-15%	-$60.7K	0.11%	67
2024 Q4	$406K	Buy	+5,940	New	+$399K	0.14%	50
2024 Q1	–	Sell	-150	Closed	-$7.77K	–	111
2023 Q4	$7.77K	Buy	+150	New	+$7.24K	0.01%	78

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 22.96% 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

Morling Financial Advisors's VUG Position: Q4 2025 in Review

Morling Financial Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 768 shares — an estimated $61.4K sold.

Morling Financial Advisors first reported a position in VUG in Q4 2023 and held it in 4 quarters. The position peaked at $406K in Q4 2024. 2,813 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Morling Financial Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Morling Financial Advisors sold 768 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $61.4K.
Morling Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 4 quarters.
Morling Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $406K in Q4 2024.
2,813 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Morling Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.