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PFC Capital Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

PFC Capital Group’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 		– Sell
-108
Closed -$7K – 87
2025
Q2 		$7K Hold
108
– – ﹤0.01% 82
2025
Q1 		$6K Buy
+108
New +$7.28K ﹤0.01% 85
2024
Q4 		– Sell
-108
Closed -$6K – 72
2024
Q3 		$6K Sell
108
-108
-50% -$6.69K ﹤0.01% 71
2024
Q2 		$13K Hold
216
– – 0.01% 68
2024
Q1 		$12K Buy
216
+108
+100% +$5.94K 0.01% 75
2023
Q4 		$5K Buy
+108
New +$5.21K ﹤0.01% 66

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 22.9% 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

PFC Capital Group's VUG Position: Q3 2025 in Review

PFC Capital Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 108 shares — an estimated $7K sold.

PFC Capital Group first reported a position in VUG in Q4 2023 and held it in 6 quarters. The position peaked at $13K in Q2 2024. 2,605 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • PFC Capital Group reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • PFC Capital Group sold 108 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $7K.
  • PFC Capital Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 6 quarters.
  • PFC Capital Group's Vanguard Morningstar Growth ETF position peaked at $13K in Q2 2024.
  • 2,605 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on PFC Capital Group's 13F filing for Q3 2025, filed 13 Nov 2025.