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Post Resch Tallon Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Post Resch Tallon 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
Q4 		– Sell
-3,564
Closed -$285K – 117
2025
Q3 		$285K Hold
3,564
– – 0.25% 74
2025
Q2 		$260K Hold
3,564
– – 0.25% 73
2025
Q1 		$220K Hold
3,564
– – 0.22% 82
2024
Q4 		$243K Buy
+3,564
New +$239K 0.23% 76

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

Post Resch Tallon Group's VUG Position: Q4 2025 in Review

Post Resch Tallon Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 3,564 shares — an estimated $285K sold.

Post Resch Tallon Group first reported a position in VUG in Q4 2024 and held it in 4 quarters. The position peaked at $285K in Q3 2025. 2,818 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Post Resch Tallon Group reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Post Resch Tallon Group sold 3,564 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $285K.
  • Post Resch Tallon Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 4 quarters.
  • Post Resch Tallon Group's Vanguard Morningstar Growth ETF position peaked at $285K in Q3 2025.
  • 2,818 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Post Resch Tallon Group's 13F filing for Q4 2025, filed 9 Jan 2026.