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Motiv8 Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Motiv8 Investments’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 		$6.43M Buy
79,140
+276
+0.3% +$22.4K 3.51% 4
2025
Q3 		$6.3M Sell
78,864
-2,826
-3% -$216K 3.35% 8
2025
Q2 		$5.97M Buy
81,690
+8,736
+12% +$575K 3.65% 6
2025
Q1 		$4.51M Sell
72,954
-3,864
-5% -$261K 2.99% 8
2024
Q4 		$5.26M Buy
76,818
+7,974
+12% +$536K 3.69% 8
2024
Q3 		$4.41M Sell
68,844
-132
-0.2% -$8.18K 2.97% 10
2024
Q2 		$4.31M Sell
68,976
-756
-1% -$44.1K 3.2% 9
2024
Q1 		$4M Sell
69,732
-108
-0.2% -$5.94K 3.11% 9
2023
Q4 		$3.62M Buy
+69,840
New +$3.37M 3.23% 10

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Motiv8 Investments's VUG Position: Q4 2025 in Review

Motiv8 Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.35% in Q4 2025, buying an estimated $22.4K and bringing the position to 79,140 shares worth $6.43M. The position accounts for 3.51% of the portfolio, ranked #4.

Motiv8 Investments first reported a position in VUG in Q4 2023 and has held it in 9 quarters since. 2,813 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Motiv8 Investments held 79,140 shares of Vanguard Morningstar Growth ETF worth $6.43M as of Q4 2025.
  • Motiv8 Investments bought 276 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $22.4K.
  • Vanguard Morningstar Growth ETF made up 3.51% of Motiv8 Investments's portfolio in Q4 2025, its #4 holding.
  • Motiv8 Investments first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,813 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.