Nvest Financial’s Vanguard 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 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

Nvest Financial's VUG Position: Q4 2025 in Review

Nvest Financial sold out of Vanguard 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. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Nvest Financial reported no remaining Vanguard Growth ETF position as of Q4 2025 after selling out during the quarter.
Nvest Financial sold 9,972 Vanguard Growth ETF shares in Q4 2025, an estimated $797K.
Nvest Financial first reported a position in Vanguard Growth ETF in Q3 2025 and held it in 1 quarter.
Nvest Financial's Vanguard Growth ETF position peaked at $797K in Q3 2025.
2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

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