RA
VUG icon

Ransom Advisory’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ransom Advisory’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 		$347K Buy
+4,266
New +$346K 0.14% 102
2025
Q1 		– Sell
-3,690
Closed -$252K – 419
2024
Q4 		$252K Hold
3,690
– – 0.12% 116
2024
Q3 		$236K Buy
3,690
+600
+19% +$37.2K 0.11% 113
2024
Q2 		$193K Buy
3,090
+300
+11% +$17.5K 0.1% 120
2024
Q1 		$160K Buy
+2,790
New +$153K 0.09% 127

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

Ransom Advisory's VUG Position: Q4 2025 in Review

Ransom Advisory opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2025: 4,266 shares worth $347K. The stake represents 0.14% of the portfolio and ranks #102 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in VUG as recently as Q4 2024.

Ransom Advisory first reported a position in VUG in Q1 2024 and has held it in 5 quarters since. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Ransom Advisory held 4,266 shares of Vanguard Morningstar Growth ETF worth $347K as of Q4 2025.
  • Vanguard Morningstar Growth ETF was a new Ransom Advisory position in Q4 2025.
  • Vanguard Morningstar Growth ETF made up 0.14% of Ransom Advisory's portfolio in Q4 2025, its #102 holding.
  • Ransom Advisory first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.