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NewSquare Capital’s Vanguard Growth ETF VUG Stock Holding History

NewSquare Capital’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 		– Sell
-42
Closed -$3.12K – 1212
2025
Q2 		$3.12K Sell
42
-5,874
-99% -$387K ﹤0.01% 887
2025
Q1 		$366K Sell
5,916
-546
-8% -$36.8K 0.03% 156
2024
Q4 		$442K Buy
6,462
+546
+9% +$36.7K 0.04% 151
2024
Q3 		$379K Buy
+5,916
New +$367K 0.03% 152
2023
Q3 		– Sell
-120
Closed -$5.66K – 906
2023
Q2 		$5.66K Buy
+120
New +$5.2K ﹤0.01% 407
2023
Q1 		– Sell
-822
Closed -$29.2K – 958
2022
Q4 		$29.2K Sell
822
-396
-33% -$14.6K ﹤0.01% 196
2022
Q3 		$43K Hold
1,218
– – 0.01% 182
2022
Q2 		$45K Buy
1,218
+1,002
+464% +$41.2K 0.01% 194
2022
Q1 		$10K Buy
+216
New +$10.2K ﹤0.01% 260
2020
Q4 		– Sell
-360
Closed -$14K – 390
2020
Q3 		$14K Buy
+360
New +$13.3K ﹤0.01% 216
2016
Q1 		– Sell
-2,454
Closed -$44K – 421
2015
Q4 		$44K Hold
2,454
– – 0.01% 155
2015
Q3 		$41K Sell
2,454
-114
-4% -$2.02K 0.01% 154
2015
Q2 		$46K Hold
2,568
– – 0.01% 157
2015
Q1 		$45K Hold
2,568
– – 0.01% 154
2014
Q4 		$45K Sell
2,568
-468
-15% -$7.96K 0.02% 156
2014
Q3 		$50K Buy
+3,036
New +$50.6K 0.02% 161
2014
Q2 		– Sell
-684
Closed -$11K – 299
2014
Q1 		$11K Buy
+684
New +$10.6K ﹤0.01% 201

Other funds holding VUG

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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

NewSquare Capital's VUG Position: Q3 2025 in Review

NewSquare Capital sold out of Vanguard Growth ETF (VUG) in Q3 2025, closing a stake of 42 shares — an estimated $3.12K sold.

NewSquare Capital first reported a position in VUG in Q1 2014 and held it in 17 quarters. The position peaked at $442K in Q4 2024. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • NewSquare Capital reported no remaining Vanguard Growth ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 42 Vanguard Growth ETF shares in Q3 2025, an estimated $3.12K.
  • NewSquare Capital first reported a position in Vanguard Growth ETF in Q1 2014 and held it in 17 quarters.
  • NewSquare Capital's Vanguard Growth ETF position peaked at $442K in Q4 2024.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.