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Smallwood Wealth Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Smallwood Wealth Investment 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 		– Sell
-468
Closed -$37.4K – 546
2025
Q3 		$37.4K Hold
468
– – 0.02% 207
2025
Q2 		$34.2K Hold
468
– – 0.02% 205
2025
Q1 		$28.9K Buy
+468
New +$31.6K 0.02% 210

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

Smallwood Wealth Investment Management's VUG Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 468 shares — an estimated $37.4K sold.

Smallwood Wealth Investment Management first reported a position in VUG in Q1 2025 and held it in 3 quarters. The position peaked at $37.4K in Q3 2025. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 468 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $37.4K.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's Vanguard Morningstar Growth ETF position peaked at $37.4K in Q3 2025.
  • 2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.