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Obsidian Personal Planning Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Obsidian Personal Planning Solutions’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
Q3 		$2.96M Sell
35,550
-1,284
-3% -$98.1K 1.03% 26
2025
Q2 		$2.69M Buy
36,834
+30
+0.1% +$1.98K 1.09% 25
2025
Q1 		$2.32M Sell
36,804
-978
-3% -$65.9K 1.04% 25
2024
Q4 		$2.63M Sell
37,782
-1,476
-4% -$99.2K 1.27% 22
2024
Q3 		$2.51M Sell
39,258
-1,272
-3% -$78.8K 1.31% 22
2024
Q2 		$2.53M Buy
40,530
+234
+0.6% +$13.6K 1.54% 22
2024
Q1 		$2.22M Sell
40,296
-3,252
-7% -$179K 1.45% 23
2023
Q4 		$2.26M Sell
43,548
-1,878
-4% -$90.7K 1.72% 19
2023
Q3 		$2.06M Sell
45,426
-210
-0.5% -$9.92K 1.76% 18
2023
Q2 		$2.15M Sell
45,636
-600
-1% -$26K 2.65% 13
2023
Q1 		$1.92M Sell
46,236
-912
-2% -$35.5K 2.8% 13
2022
Q4 		$1.68M Buy
47,148
+318
+0.7% +$11.7K 2.69% 13
2022
Q3 		$1.67M Sell
46,830
-4,080
-8% -$164K 3.06% 13
2022
Q2 		$1.89M Buy
+50,910
New +$2.09M 3.22% 11

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

Obsidian Personal Planning Solutions's VUG Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.5% in Q3 2025, selling an estimated $98.1K and leaving 35,550 shares worth $2.96M. The position accounts for 1.03% of the portfolio, ranked #26.

Obsidian Personal Planning Solutions first reported a position in VUG in Q2 2022 and has held it in 14 quarters since. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Obsidian Personal Planning Solutions held 35,550 shares of Vanguard Morningstar Growth ETF worth $2.96M as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 1,284 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $98.1K.
  • Vanguard Morningstar Growth ETF made up 1.03% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #26 holding.
  • Obsidian Personal Planning Solutions first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and has held it in 14 quarters since.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.