Nalls Sherbakoff Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Nalls Sherbakoff Group’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	$495K	Sell	6,096 -4,092	-40%	-$332K	0.36%	51
2025 Q3	$814K	Sell	10,188 -72	-0.7%	-$5.5K	0.55%	39
2025 Q2	$750K	Hold	10,260	–	–	0.55%	41
2025 Q1	$634K	Buy	+10,260	New	+$692K	0.52%	39
2023 Q4	$280K	Hold	5,406	–	–	0.25%	59
2023 Q3	$245K	Hold	5,406	–	–	0.24%	58
2023 Q2	$239K	Hold	5,406	–	–	0.23%	61
2023 Q1	$221K	Buy	+5,406	New	+$210K	0.22%	69
2018 Q4	$238K	Buy	+10,614	New	+$257K	0.38%	45

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Nalls Sherbakoff Group's VUG Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 40% in Q4 2025, selling an estimated $332K and leaving 6,096 shares worth $495K. The position accounts for 0.36% of the portfolio, ranked #51.

Nalls Sherbakoff Group first reported a position in VUG in Q4 2018 and has held it in 9 quarters since. The position peaked at $814K in Q3 2025. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Nalls Sherbakoff Group held 6,096 shares of Vanguard Morningstar Growth ETF worth $495K as of Q4 2025.
Nalls Sherbakoff Group sold 4,092 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $332K.
Vanguard Morningstar Growth ETF made up 0.36% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #51 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Growth ETF position peaked at $814K in Q3 2025.
2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.