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Nvest Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Nvest Financial’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 		– Sell
-9,972
Closed -$797K – 131
2025
Q3 		$797K Buy
+9,972
New +$762K 0.46% 52

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Nvest Financial's VUG Position: Q4 2025 in Review

Nvest Financial sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 9,972 shares — an estimated $797K sold.

Nvest Financial first reported a position in VUG in Q3 2025 and held it in 1 quarter. The position peaked at $797K in Q3 2025. 2,816 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Nvest Financial reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Nvest Financial sold 9,972 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $797K.
  • Nvest Financial first reported a position in Vanguard Morningstar Growth ETF in Q3 2025 and held it in 1 quarter.
  • Nvest Financial's Vanguard Morningstar Growth ETF position peaked at $797K in Q3 2025.
  • 2,816 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Nvest Financial's 13F filing for Q4 2025, filed 10 Feb 2026.