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

Moser 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
Q2 		$382K Hold
5,226
– – 0.18% 72
2025
Q1 		$323K Buy
5,226
+1,506
+40% +$102K 0.17% 74
2024
Q4 		$254K Buy
3,720
+300
+9% +$20.2K 0.13% 70
2024
Q3 		$219K Hold
3,420
– – 0.11% 76
2024
Q2 		$213K Buy
3,420
+570
+20% +$33.2K 0.12% 74
2024
Q1 		$163K Buy
2,850
+1,650
+138% +$90.7K 0.09% 77
2023
Q4 		$62.2K Hold
1,200
– – 0.04% 92
2023
Q3 		$54.5K Buy
+1,200
New +$56.7K 0.04% 86

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

Moser Wealth Advisors's VUG Position: Q2 2025 in Review

Moser Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q2 2025 at 5,226 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #72.

Moser Wealth Advisors first reported a position in VUG in Q3 2023 and has held it in 8 quarters since. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Moser Wealth Advisors held 5,226 shares of Vanguard Growth ETF worth $382K as of Q2 2025.
  • Moser Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q2 2025.
  • Vanguard Growth ETF made up 0.18% of Moser Wealth Advisors's portfolio in Q2 2025, its #72 holding.
  • Moser Wealth Advisors first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 8 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.