Post Resch Tallon Group’s Vanguard 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Post Resch Tallon Group sold out of Vanguard 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. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Post Resch Tallon Group reported no remaining Vanguard Growth ETF position as of Q4 2025 after selling out during the quarter.
Post Resch Tallon Group sold 3,564 Vanguard Growth ETF shares in Q4 2025, an estimated $285K.
Post Resch Tallon Group first reported a position in Vanguard Growth ETF in Q4 2024 and held it in 4 quarters.
Post Resch Tallon Group's Vanguard Growth ETF position peaked at $285K in Q3 2025.
2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

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