Seaview Investment Managers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seaview Investment Managers’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	–	Sell	-63,312	Closed	-$5.06M	–	88
2025 Q3	$5.06M	Buy	63,312 +49,134	+347%	+$3.75M	1.87%	26
2025 Q2	$1.04M	Buy	14,178 +7,938	+127%	+$523K	0.22%	55
2025 Q1	$386K	Buy	+6,240	New	+$421K	0.09%	86
2021 Q3	–	Sell	-77,358	Closed	-$3.7M	–	124
2021 Q2	$3.7M	Buy	77,358 +24,438	+46%	+$1.11M	1.89%	27
2021 Q1	$2.27M	Buy	+52,920	New	+$2.26M	1.66%	27

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 22.9% 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

Seaview Investment Managers's VUG Position: Q4 2025 in Review

Seaview Investment Managers sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 63,312 shares — an estimated $5.06M sold.

Seaview Investment Managers first reported a position in VUG in Q1 2021 and held it in 5 quarters. The position peaked at $5.06M in Q3 2025. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Seaview Investment Managers reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Seaview Investment Managers sold 63,312 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $5.06M.
Seaview Investment Managers first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and held it in 5 quarters.
Seaview Investment Managers's Vanguard Morningstar Growth ETF position peaked at $5.06M in Q3 2025.
2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Seaview Investment Managers's 13F filing for Q4 2025, filed 9 Feb 2026.