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Prosperity Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Prosperity Wealth Management’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 		$1M Buy
12,360
+1,764
+17% +$143K 0.33% 61
2025
Q3 		$847K Buy
10,596
+306
+3% +$23.4K 0.29% 79
2025
Q2 		$752K Buy
10,290
+2,136
+26% +$141K 0.28% 81
2025
Q1 		$504K Buy
8,154
+1,746
+27% +$118K 0.24% 99
2024
Q4 		$439K Sell
6,408
-420
-6% -$28.2K 0.18% 111
2024
Q3 		$437K Buy
6,828
+180
+3% +$11.2K 0.17% 97
2024
Q2 		$415K Buy
6,648
+144
+2% +$8.4K 0.2% 100
2024
Q1 		$373K Buy
6,504
+2,070
+47% +$114K 0.18% 97
2023
Q4 		$230K Sell
4,434
-4,302
-49% -$208K 0.15% 111
2023
Q3 		$396K Buy
8,736
+888
+11% +$41.9K 0.26% 70
2023
Q2 		$370K Buy
+7,848
New +$340K 0.24% 64

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Prosperity Wealth Management's VUG Position: Q4 2025 in Review

Prosperity Wealth Management increased its Vanguard Growth ETF (VUG) stake by 17% in Q4 2025, buying an estimated $143K and bringing the position to 12,360 shares worth $1M. The position accounts for 0.33% of the portfolio, ranked #61.

Prosperity Wealth Management first reported a position in VUG in Q2 2023 and has held it in 11 quarters since. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Prosperity Wealth Management held 12,360 shares of Vanguard Growth ETF worth $1M as of Q4 2025.
  • Prosperity Wealth Management bought 1,764 Vanguard Growth ETF shares in Q4 2025, an estimated $143K.
  • Vanguard Growth ETF made up 0.33% of Prosperity Wealth Management's portfolio in Q4 2025, its #61 holding.
  • Prosperity Wealth Management first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 11 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.