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PBMares Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

PBMares Wealth Management’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 		$519K Buy
6,492
+1,008
+18% +$77K 0.08% 112
2025
Q2 		$401K Sell
5,484
-1,476
-21% -$97.2K 0.07% 124
2025
Q1 		$430K Buy
6,960
+858
+14% +$57.9K 0.09% 117
2024
Q4 		$418K Buy
6,102
+606
+11% +$40.7K 0.09% 123
2024
Q3 		$352K Buy
5,496
+1,026
+23% +$63.6K 0.07% 136
2024
Q2 		$278K Buy
4,470
+216
+5% +$12.6K 0.07% 148
2024
Q1 		$244K Sell
4,254
-2,358
-36% -$130K 0.06% 159
2023
Q4 		$343K Buy
6,612
+480
+8% +$23.2K 0.1% 126
2023
Q3 		$278K Buy
6,132
+114
+2% +$5.38K 0.1% 134
2023
Q2 		$284K Buy
6,018
+60
+1% +$2.6K 0.1% 137
2023
Q1 		$248K Buy
5,958
+6
+0.1% +$233 0.09% 149
2022
Q4 		$211K Sell
5,952
-4,704
-44% -$173K 0.09% 157
2022
Q3 		$380K Buy
10,656
+942
+10% +$37.9K 0.17% 107
2022
Q2 		$361K Buy
9,714
+102
+1% +$4.19K 0.15% 113
2022
Q1 		$461K Buy
9,612
+2,508
+35% +$119K 0.28% 89
2021
Q4 		$380K Buy
7,104
+192
+3% +$10K 0.16% 109
2021
Q3 		$334K Buy
6,912
+90
+1% +$4.48K 0.16% 112
2021
Q2 		$326K Buy
6,822
+6
+0.1% +$272 0.18% 111
2021
Q1 		$292K Buy
+6,816
New +$292K 0.24% 112

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PBMares Wealth Management's VUG Position: Q3 2025 in Review

PBMares Wealth Management increased its Vanguard Growth ETF (VUG) stake by 18% in Q3 2025, buying an estimated $77K and bringing the position to 6,492 shares worth $519K. The position accounts for 0.08% of the portfolio, ranked #112.

PBMares Wealth Management first reported a position in VUG in Q1 2021 and has held it in 19 quarters since. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • PBMares Wealth Management held 6,492 shares of Vanguard Growth ETF worth $519K as of Q3 2025.
  • PBMares Wealth Management bought 1,008 Vanguard Growth ETF shares in Q3 2025, an estimated $77K.
  • Vanguard Growth ETF made up 0.08% of PBMares Wealth Management's portfolio in Q3 2025, its #112 holding.
  • PBMares Wealth Management first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.