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Sheaff Brock Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$989K Hold
15,996
– – 0.09% 170
2024
Q4 		$1.09M Buy
15,996
+1,872
+13% +$126K 0.1% 163
2024
Q3 		$904K Sell
14,124
-216
-2% -$13.4K 0.08% 179
2024
Q2 		$894K Sell
14,340
-1,506
-10% -$87.8K 0.08% 175
2024
Q1 		$909K Buy
15,846
+600
+4% +$33K 0.06% 200
2023
Q4 		$790K Buy
15,246
+54
+0.4% +$2.61K 0.06% 206
2023
Q3 		$690K Buy
15,192
+3,276
+27% +$155K 0.06% 204
2023
Q2 		$562K Buy
11,916
+366
+3% +$15.9K 0.05% 239
2023
Q1 		$480K Buy
11,550
+816
+8% +$31.7K 0.04% 270
2022
Q4 		$381K Sell
10,734
-558
-5% -$20.5K 0.04% 292
2022
Q3 		$403K Hold
11,292
– – 0.04% 270
2022
Q2 		$419K Buy
11,292
+6
+0.1% +$246 0.04% 274
2022
Q1 		$541K Buy
11,286
+4,068
+56% +$192K 0.04% 267
2021
Q4 		$386K Sell
7,218
-1,230
-15% -$64.1K 0.03% 326
2021
Q3 		$409K Buy
8,448
+810
+11% +$40.3K 0.03% 308
2021
Q2 		$365K Buy
7,638
+96
+1% +$4.36K 0.03% 325
2021
Q1 		$323K Sell
7,542
-5,754
-43% -$246K 0.03% 336
2020
Q4 		$561K Hold
13,296
– – 0.05% 218
2020
Q3 		$504K Buy
13,296
+120
+0.9% +$4.43K 0.05% 216
2020
Q2 		$444K Sell
13,176
-300
-2% -$9.23K 0.04% 230
2020
Q1 		$352K Buy
13,476
+900
+7% +$27K 0.05% 245
2019
Q4 		$382K Buy
+12,576
New +$363K 0.04% 285
2018
Q3 		– Sell
-8,298
Closed -$207K – 559
2018
Q2 		$207K Buy
+8,298
New +$203K 0.02% 453
2017
Q4 		– Sell
-11,124
Closed -$246K – 572
2017
Q3 		$246K Buy
11,124
+372
+3% +$8.09K 0.03% 413
2017
Q2 		$228K Buy
10,752
+666
+7% +$13.9K 0.03% 472
2017
Q1 		$205K Buy
+10,086
New +$199K 0.03% 501
2016
Q1 		– Sell
-23,970
Closed -$425K – 690
2015
Q4 		$425K Buy
+23,970
New +$429K 0.05% 342

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's VUG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2025 at 15,996 shares worth $989K. The position accounts for 0.09% of the portfolio, ranked #170.

Sheaff Brock Investment Advisors first reported a position in VUG in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.09M in Q4 2024. 2,451 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 15,996 shares of Vanguard Morningstar Growth ETF worth $989K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Growth ETF made up 0.09% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #170 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 27 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $1.09M in Q4 2024.
  • 2,451 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.