Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Northwestern Mutual Wealth Management’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
2026
Q1 		$776M Buy
10,655,694
+145,950
+1% +$11.4M 0.48% 36
2025
Q4 		$855M Sell
10,509,744
-146,892
-1% -$11.9M 0.54% 32
2025
Q3 		$852M Sell
10,656,636
-56,598
-0.5% -$4.32M 0.57% 30
2025
Q2 		$783M Buy
10,713,234
+228,192
+2% +$15M 0.57% 28
2025
Q1 		$648M Buy
10,485,042
+253,074
+2% +$17.1M 0.53% 30
2024
Q4 		$700M Buy
10,231,968
+551,616
+6% +$37.1M 0.59% 29
2024
Q3 		$619M Buy
9,680,352
+55,182
+0.6% +$3.42M 0.55% 29
2024
Q2 		$600M Buy
9,625,170
+116,880
+1% +$6.82M 0.59% 29
2024
Q1 		$546M Buy
9,508,290
+134,964
+1% +$7.42M 0.56% 27
2023
Q4 		$486M Buy
9,373,326
+55,242
+0.6% +$2.67M 0.55% 28
2023
Q3 		$423M Sell
9,318,084
-377,172
-4% -$17.8M 0.55% 29
2023
Q2 		$457M Buy
9,695,256
+605,238
+7% +$26.2M 0.59% 28
2023
Q1 		$378M Sell
9,090,018
-730,632
-7% -$28.4M 0.53% 31
2022
Q4 		$349M Buy
9,820,650
+2,593,884
+36% +$95.4M 0.53% 31
2022
Q3 		$258M Buy
7,226,766
+312,822
+5% +$12.6M 0.45% 37
2022
Q2 		$257M Buy
6,913,944
+628,182
+10% +$25.8M 0.44% 35
2022
Q1 		$301M Buy
6,285,762
+220,074
+4% +$10.4M 0.48% 30
2021
Q4 		$324M Buy
6,065,688
+112,974
+2% +$5.89M 0.53% 28
2021
Q3 		$288M Buy
5,952,714
+2,070
+0% +$103K 0.53% 29
2021
Q2 		$284M Sell
5,950,644
-120,552
-2% -$5.47M 0.54% 30
2021
Q1 		$260M Buy
6,071,196
+63,078
+1% +$2.7M 0.55% 28
2020
Q4 		$254M Buy
6,008,118
+346,290
+6% +$13.8M 0.59% 27
2020
Q3 		$215M Buy
5,661,828
+46,596
+0.8% +$1.72M 0.58% 29
2020
Q2 		$189M Buy
5,615,232
+212,934
+4% +$6.55M 0.58% 26
2020
Q1 		$141M Buy
5,402,298
+995,226
+23% +$29.8M 0.54% 25
2019
Q4 		$134M Buy
4,407,072
+161,238
+4% +$4.66M 0.46% 27
2019
Q3 		$118M Buy
4,245,834
+116,382
+3% +$3.23M 0.45% 28
2019
Q2 		$112M Buy
4,129,452
+39,354
+1% +$1.05M 0.45% 29
2019
Q1 		$107M Sell
4,090,098
-102,780
-2% -$2.54M 0.47% 29
2018
Q4 		$93.9M Buy
4,192,878
+478,266
+13% +$11.6M 0.47% 29
2018
Q3 		$99.7M Buy
3,714,612
+49,710
+1% +$1.3M 0.5% 28
2018
Q2 		$91.5M Sell
3,664,902
-7,020
-0.2% -$172K 0.51% 27
2018
Q1 		$86.8M Buy
3,671,922
+120,330
+3% +$2.93M 0.53% 28
2017
Q4 		$83.3M Buy
3,551,592
+113,094
+3% +$2.6M 0.53% 28
2017
Q3 		$76.1M Sell
3,438,498
-38,586
-1% -$839K 0.54% 30
2017
Q2 		$73.6M Buy
3,477,084
+128,256
+4% +$2.69M 0.59% 28
2017
Q1 		$67.9M Buy
3,348,828
+132,402
+4% +$2.61M 0.62% 28
2016
Q4 		$59.8M Buy
3,216,426
+3,197,892
+17,254% +$59.1M 0.65% 27
2016
Q3 		$347K Sell
18,534
-2,914,794
-99% -$54.2M 0.02% 152
2016
Q2 		$52.4M Buy
2,933,328
+378,294
+15% +$6.74M 0.75% 24
2016
Q1 		$45.3M Buy
2,555,034
+202,008
+9% +$3.39M 0.73% 29
2015
Q4 		$41.7M Buy
2,353,026
+212,064
+10% +$3.8M 0.83% 30
2015
Q3 		$35.8M Buy
2,140,962
+305,634
+17% +$5.42M 0.85% 28
2015
Q2 		$32.7M Buy
1,835,328
+201,120
+12% +$3.65M 0.85% 28
2015
Q1 		$28.5M Buy
1,634,208
+207,888
+15% +$3.69M 0.8% 29
2014
Q4 		$24.8M Buy
1,426,320
+86,778
+6% +$1.48M 0.77% 29
2014
Q3 		$22.3M Buy
1,339,542
+247,038
+23% +$4.11M 0.78% 29
2014
Q2 		$18M Buy
1,092,504
+79,146
+8% +$1.25M 0.7% 32
2014
Q1 		$15.8M Buy
1,013,358
+149,604
+17% +$2.32M 0.66% 36
2013
Q4 		$13.4M Buy
863,754
+167,622
+24% +$2.48M 0.61% 37
2013
Q3 		$9.82M Buy
696,132
+128,046
+23% +$1.76M 0.52% 42
2013
Q2 		$7.4M Buy
+568,086
New +$7.49M 0.44% 51

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's VUG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q1 2026, buying an estimated $11.4M and bringing the position to 10,655,694 shares worth $776M. The position accounts for 0.48% of the portfolio, ranked #36.

Northwestern Mutual Wealth Management first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. The position peaked at $855M in Q4 2025. 2,726 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 10,655,694 shares of Vanguard Morningstar Growth ETF worth $776M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 145,950 Vanguard Morningstar Growth ETF shares in Q1 2026, an estimated $11.4M.
  • Vanguard Morningstar Growth ETF made up 0.48% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Northwestern Mutual Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Northwestern Mutual Wealth Management's Vanguard Morningstar Growth ETF position peaked at $855M in Q4 2025.
  • 2,726 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.