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PrairieView Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

PrairieView Partners’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 		$179K Hold
2,454
– – 0.02% 129
2025
Q1 		$151K Hold
2,454
– – 0.02% 133
2024
Q4 		$167K Sell
2,454
-102
-4% -$6.85K 0.02% 129
2024
Q3 		$163K Sell
2,556
-78
-3% -$4.83K 0.02% 129
2024
Q2 		$164K Sell
2,634
-114
-4% -$6.65K 0.02% 133
2024
Q1 		$158K Hold
2,748
– – 0.02% 122
2023
Q4 		$142K Buy
2,748
+264
+11% +$12.7K 0.02% 124
2023
Q3 		$112K Sell
2,484
-6
-0.2% -$283 0.02% 126
2023
Q2 		$117K Sell
2,490
-84
-3% -$3.64K 0.02% 145
2023
Q1 		$107K Buy
2,574
+60
+2% +$2.33K 0.01% 137
2022
Q4 		$89K Buy
2,514
+24
+1% +$883 0.01% 147
2022
Q3 		$89K Hold
2,490
– – 0.01% 139
2022
Q2 		$92K Hold
2,490
– – 0.01% 150
2022
Q1 		$119K Hold
2,490
– – 0.02% 137
2021
Q4 		$133K Hold
2,490
– – 0.02% 125
2021
Q3 		$120K Hold
2,490
– – 0.02% 125
2021
Q2 		$119K Sell
2,490
-72
-3% -$3.27K 0.02% 122
2021
Q1 		$110K Buy
2,562
+690
+37% +$29.5K 0.02% 122
2020
Q4 		$79K Sell
1,872
-132
-7% -$5.27K 0.01% 128
2020
Q3 		$76K Hold
2,004
– – 0.02% 120
2020
Q2 		$67K Hold
2,004
– – 0.01% 126
2020
Q1 		$52K Buy
+2,004
New +$60K 0.01% 132

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

PrairieView Partners's VUG Position: Q2 2025 in Review

PrairieView Partners held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2025 at 2,454 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #129.

PrairieView Partners first reported a position in VUG in Q1 2020 and has held it in 22 quarters since. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • PrairieView Partners held 2,454 shares of Vanguard Morningstar Growth ETF worth $179K as of Q2 2025.
  • PrairieView Partners left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2025.
  • Vanguard Morningstar Growth ETF made up 0.02% of PrairieView Partners's portfolio in Q2 2025, its #129 holding.
  • PrairieView Partners first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 22 quarters since.
  • 2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.