Reflection Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Reflection Asset 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	$149K	Buy	+1,830	New	+$149K	0.11%	123

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Reflection Asset Management's VUG Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2025: 1,830 shares worth $149K. The stake represents 0.11% of the portfolio and ranks #123 among its holdings.

2,812 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Reflection Asset Management held 1,830 shares of Vanguard Morningstar Growth ETF worth $149K as of Q4 2025.
Vanguard Morningstar Growth ETF was a new Reflection Asset Management position in Q4 2025.
Vanguard Morningstar Growth ETF made up 0.11% of Reflection Asset Management's portfolio in Q4 2025, its #123 holding.
2,812 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.