Pursuit Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pursuit 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	$759K	Buy	+9,336	New	+$758K	0.65%	49

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 $424B AUM 22.96% 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

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

Pursuit Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2025: 9,336 shares worth $759K. The stake represents 0.65% of the portfolio and ranks #49 among its holdings.

2,806 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Pursuit Wealth Management held 9,336 shares of Vanguard Morningstar Growth ETF worth $759K as of Q4 2025.
Vanguard Morningstar Growth ETF was a new Pursuit Wealth Management position in Q4 2025.
Vanguard Morningstar Growth ETF made up 0.65% of Pursuit Wealth Management's portfolio in Q4 2025, its #49 holding.
2,806 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.