Prairie Sky Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Prairie Sky Financial 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 Q2	$367K	Buy	5,028 +264	+6%	+$17.4K	0.2%	49
2025 Q1	$294K	Hold	4,764	–	–	0.17%	59
2024 Q4	$326K	Sell	4,764 -60	-1%	-$4.03K	0.2%	56
2024 Q3	$309K	Buy	4,824 +30	+0.6%	+$1.86K	0.18%	61
2024 Q2	$299K	Hold	4,794	–	–	0.19%	61
2024 Q1	$275K	Buy	4,794 +780	+19%	+$42.9K	0.17%	63
2023 Q4	$208K	Buy	+4,014	New	+$194K	0.14%	72

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Prairie Sky Financial Group's VUG Position: Q2 2025 in Review

Prairie Sky Financial Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.5% in Q2 2025, buying an estimated $17.4K and bringing the position to 5,028 shares worth $367K. The position accounts for 0.2% of the portfolio, ranked #49.

Prairie Sky Financial Group first reported a position in VUG in Q4 2023 and has held it in 7 quarters since. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Prairie Sky Financial Group held 5,028 shares of Vanguard Morningstar Growth ETF worth $367K as of Q2 2025.
Prairie Sky Financial Group bought 264 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $17.4K.
Vanguard Morningstar Growth ETF made up 0.2% of Prairie Sky Financial Group's portfolio in Q2 2025, its #49 holding.
Prairie Sky Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 7 quarters since.
2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.