PWH
VUG icon

Priebe Wealth Holdings’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Priebe Wealth Holdings’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 		– Sell
-3,798
Closed -$235K – 78
2025
Q1 		$235K Hold
3,798
– – 0.15% 67
2024
Q4 		$260K Hold
3,798
– – 0.18% 55
2024
Q3 		$243K Hold
3,798
– – 0.18% 53
2024
Q2 		$237K Hold
3,798
– – 0.19% 47
2024
Q1 		$218K Buy
+3,798
New +$209K 0.17% 53

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

Priebe Wealth Holdings's VUG Position: Q2 2025 in Review

Priebe Wealth Holdings sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 3,798 shares — an estimated $235K sold.

Priebe Wealth Holdings first reported a position in VUG in Q1 2024 and held it in 5 quarters. The position peaked at $260K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Priebe Wealth Holdings reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Priebe Wealth Holdings sold 3,798 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $235K.
  • Priebe Wealth Holdings first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and held it in 5 quarters.
  • Priebe Wealth Holdings's Vanguard Morningstar Growth ETF position peaked at $260K in Q4 2024.
  • 2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.