SW
VUG icon

Schulz Wealth’s Vanguard Growth ETF VUG Stock Holding History

Schulz Wealth’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 		$357K Hold
4,392
– – 0.23% 48
2025
Q3 		$351K Hold
4,392
– – 0.23% 48
2025
Q2 		$321K Hold
4,392
– – 0.24% 52
2025
Q1 		$271K Sell
4,392
-30
-0.7% -$2.02K 0.21% 53
2024
Q4 		$302K Buy
+4,422
New +$297K 0.23% 47

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

Schulz Wealth's VUG Position: Q4 2025 in Review

Schulz Wealth held its Vanguard Growth ETF (VUG) position steady in Q4 2025 at 4,392 shares worth $357K. The position accounts for 0.23% of the portfolio, ranked #48.

Schulz Wealth first reported a position in VUG in Q4 2024 and has held it in 5 quarters since. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Schulz Wealth held 4,392 shares of Vanguard Growth ETF worth $357K as of Q4 2025.
  • Schulz Wealth left its Vanguard Growth ETF share count unchanged in Q4 2025.
  • Vanguard Growth ETF made up 0.23% of Schulz Wealth's portfolio in Q4 2025, its #48 holding.
  • Schulz Wealth first reported a position in Vanguard Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.