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NDVR Inc’s Vanguard Growth ETF VUG Stock Holding History

NDVR Inc’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 		$288K Hold
3,546
– – 0.24% 61
2025
Q3 		$283K Buy
+3,546
New +$271K 0.24% 72

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

NDVR Inc's VUG Position: Q4 2025 in Review

NDVR Inc held its Vanguard Growth ETF (VUG) position steady in Q4 2025 at 3,546 shares worth $288K. The position accounts for 0.24% of the portfolio, ranked #61.

NDVR Inc first reported a position in VUG in Q3 2025 and has held it in 2 quarters since. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • NDVR Inc held 3,546 shares of Vanguard Growth ETF worth $288K as of Q4 2025.
  • NDVR Inc left its Vanguard Growth ETF share count unchanged in Q4 2025.
  • Vanguard Growth ETF made up 0.24% of NDVR Inc's portfolio in Q4 2025, its #61 holding.
  • NDVR Inc first reported a position in Vanguard Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.