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Pineridge Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pineridge Advisors’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 		$17.3K Hold
216
– – 0.01% 170
2025
Q2 		$15.8K Buy
216
+66
+44% +$4.34K 0.01% 180
2025
Q1 		$9.31K Sell
150
-1,392
-90% -$93.9K ﹤0.01% 234
2024
Q4 		$106K Sell
1,542
-60
-4% -$4.03K 0.04% 92
2024
Q3 		$103K Sell
1,602
-258
-14% -$16K 0.04% 94
2024
Q2 		$116K Sell
1,860
-660
-26% -$38.5K 0.04% 89
2024
Q1 		$145K Buy
2,520
+318
+14% +$17.5K 0.05% 72
2023
Q4 		$114K Buy
+2,202
New +$106K 0.04% 102

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

Pineridge Advisors's VUG Position: Q3 2025 in Review

Pineridge Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2025 at 216 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #170.

Pineridge Advisors first reported a position in VUG in Q4 2023 and has held it in 8 quarters since. The position peaked at $145K in Q1 2024. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Pineridge Advisors held 216 shares of Vanguard Morningstar Growth ETF worth $17.3K as of Q3 2025.
  • Pineridge Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2025.
  • Vanguard Morningstar Growth ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #170 holding.
  • Pineridge Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Vanguard Morningstar Growth ETF position peaked at $145K in Q1 2024.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.