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Significant Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Significant Wealth Partners’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
Q3 		– Sell
-5,322
Closed -$389K – 110
2025
Q2 		$389K Buy
+5,322
New +$350K 0.19% 48

Other funds holding VUG

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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

Significant Wealth Partners's VUG Position: Q3 2025 in Review

Significant Wealth Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 5,322 shares — an estimated $389K sold.

Significant Wealth Partners first reported a position in VUG in Q2 2025 and held it in 1 quarter. The position peaked at $389K in Q2 2025. 2,605 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Significant Wealth Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 5,322 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $389K.
  • Significant Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2025 and held it in 1 quarter.
  • Significant Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $389K in Q2 2025.
  • 2,605 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Significant Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.