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O'Brien Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

O'Brien Wealth Partners’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 		$22.2M Sell
273,180
-3,702
-1% -$300K 2.94% 13
2025
Q3 		$22.1M Buy
276,882
+7,356
+3% +$562K 3% 13
2025
Q2 		$19.7M Buy
269,526
+3,240
+1% +$213K 3.09% 12
2025
Q1 		$16.5M Buy
266,286
+264
+0.1% +$17.8K 3.06% 10
2024
Q4 		$18.2M Buy
266,022
+26,028
+11% +$1.75M 3.28% 11
2024
Q3 		$15.4M Buy
239,994
+50,940
+27% +$3.16M 3.01% 13
2024
Q2 		$11.8M Buy
189,054
+28,614
+18% +$1.67M 2.65% 12
2024
Q1 		$9.2M Buy
160,440
+79,602
+98% +$4.38M 2.13% 13
2023
Q4 		$4.19M Buy
80,838
+26,946
+50% +$1.3M 1.09% 16
2023
Q3 		$2.45M Buy
53,892
+36,672
+213% +$1.73M 0.7% 16
2023
Q2 		$812K Buy
17,220
+4,110
+31% +$178K 0.24% 18
2023
Q1 		$545K Buy
13,110
+576
+5% +$22.4K 0.17% 20
2022
Q4 		$445K Sell
12,534
-816
-6% -$30K 0.18% 21
2022
Q3 		$476K Sell
13,350
-1,314
-9% -$52.8K 0.2% 23
2022
Q2 		$545K Buy
14,664
+1,908
+15% +$78.4K 0.23% 18
2022
Q1 		$499K Buy
12,756
+318
+3% +$15K 0.2% 19
2021
Q4 		$597K Sell
12,438
-450
-3% -$23.4K 0.21% 16
2021
Q3 		$624K Sell
12,888
-168
-1% -$8.36K 0.22% 17
2021
Q2 		$638K Sell
13,056
-42
-0.3% -$1.91K 0.21% 23
2021
Q1 		$590K Buy
13,098
+1,086
+9% +$46.5K 0.2% 23
2020
Q4 		$515K Buy
12,012
+1,434
+14% +$57.2K 0.19% 21
2020
Q3 		$409K Buy
+10,578
New +$391K 0.17% 20
2020
Q1 		– Sell
-11,352
Closed -$350K – 44
2019
Q4 		$350K Buy
+11,352
New +$328K 0.25% 28
2018
Q4 		– Sell
-5,586
Closed -$150K – 198
2018
Q3 		$150K Buy
5,586
+3,858
+223% +$101K 0.1% 42
2018
Q2 		$43K Hold
1,728
– – 0.03% 40
2018
Q1 		$41K Buy
+1,728
New +$42.1K 0.03% 68

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

O'Brien Wealth Partners's VUG Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q4 2025, selling an estimated $300K and leaving 273,180 shares worth $22.2M. The position accounts for 2.94% of the portfolio, ranked #13.

O'Brien Wealth Partners first reported a position in VUG in Q1 2018 and has held it in 26 quarters since. 2,814 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • O'Brien Wealth Partners held 273,180 shares of Vanguard Morningstar Growth ETF worth $22.2M as of Q4 2025.
  • O'Brien Wealth Partners sold 3,702 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $300K.
  • Vanguard Morningstar Growth ETF made up 2.94% of O'Brien Wealth Partners's portfolio in Q4 2025, its #13 holding.
  • O'Brien Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and has held it in 26 quarters since.
  • 2,814 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.