NVWM LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

NVWM LLC’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	-228	Closed	-$18.2K	–	751
2025 Q3	$18.2K	Sell	228 -882	-79%	-$67.4K	﹤0.01%	295
2025 Q2	$81.1K	Buy	+1,110	New	+$73.1K	0.02%	234
2023 Q3	–	Sell	-24	Closed	-$1.13K	–	484
2023 Q2	$1.13K	Buy	+24	New	+$1.04K	﹤0.01%	420
2022 Q3	–	Sell	-36	Closed	-$1K	–	502
2022 Q2	$1K	Buy	+36	New	+$1.48K	﹤0.01%	454
2021 Q4	–	Sell	-252	Closed	-$12K	–	551
2021 Q3	$12K	Buy	+252	New	+$12.5K	﹤0.01%	348
2020 Q1	–	Sell	-462	Closed	-$12K	–	383
2019 Q4	$12K	Hold	462	–	–	0.01%	232
2019 Q3	$13K	Sell	462 -348	-43%	-$9.65K	0.01%	257
2019 Q2	$22K	Hold	810	–	–	0.01%	246
2019 Q1	$21K	Hold	810	–	–	0.01%	217
2018 Q4	$18K	Buy	+810	New	+$19.6K	0.01%	223

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

NVWM LLC's VUG Position: Q4 2025 in Review

NVWM LLC sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 228 shares — an estimated $18.2K sold.

NVWM LLC first reported a position in VUG in Q4 2018 and held it in 10 quarters. The position peaked at $81.1K in Q2 2025. 2,813 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

NVWM LLC reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
NVWM LLC sold 228 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $18.2K.
NVWM LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and held it in 10 quarters.
NVWM LLC's Vanguard Morningstar Growth ETF position peaked at $81.1K in Q2 2025.
2,813 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on NVWM LLC's 13F filing for Q4 2025, filed 20 Jan 2026.