New England Capital Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

New England Capital 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 Q3	–	Hold	0	–	–	–	406
2025 Q2	–	Sell	-570	Closed	-$37.5K	–	403
2025 Q1	$35.4K	Hold	570	–	–	0.02%	134
2024 Q4	$39.2K	Hold	570	–	–	0.02%	125
2024 Q3	$36.6K	Hold	570	–	–	0.02%	134
2024 Q2	$35.7K	Hold	570	–	–	0.02%	131
2024 Q1	$32.8K	Hold	570	–	–	0.02%	137
2023 Q4	$29.7K	Hold	570	–	–	0.02%	139
2023 Q3	$26K	Hold	570	–	–	0.02%	146
2023 Q2	$27K	Hold	570	–	–	0.02%	145
2023 Q1	$23.8K	Sell	570 -486	-46%	-$18.9K	0.02%	166
2022 Q4	$40.1K	Buy	+1,056	New	+$38.8K	0.03%	136

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

New England Capital Financial Advisors's VUG Position: Q3 2025 in Review

New England Capital Financial Advisors held its Vanguard Growth ETF (VUG) position steady in Q3 2025 at 0 shares worth $206. The position accounts for ﹤0.01% of the portfolio, ranked #406.

New England Capital Financial Advisors first reported a position in VUG in Q4 2022 and has held it in 10 quarters since. The position peaked at $40.1K in Q4 2022. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

New England Capital Financial Advisors held 0 shares of Vanguard Growth ETF worth $206 as of Q3 2025.
New England Capital Financial Advisors left its Vanguard Growth ETF share count unchanged in Q3 2025.
Vanguard Growth ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q3 2025, its #406 holding.
New England Capital Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 10 quarters since.
New England Capital Financial Advisors's Vanguard Growth ETF position peaked at $40.1K in Q4 2022.
2,600 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on New England Capital Financial Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.