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Sonora Investment Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sonora Investment Management Group’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 		$1.33M Sell
16,692
-60
-0.4% -$4.58K 0.09% 116
2025
Q2 		$1.22M Sell
16,752
-552
-3% -$36.3K 0.09% 120
2025
Q1 		$1.07M Buy
17,304
+228
+1% +$15.4K 0.08% 126
2024
Q4 		$1.17M Sell
17,076
-306
-2% -$20.6K 0.09% 125
2024
Q3 		$1.11M Buy
17,382
+888
+5% +$55K 0.08% 128
2024
Q2 		$946K Hold
16,494
– – 0.07% 137
2024
Q1 		$946K Sell
16,494
-600
-4% -$33K 0.07% 137
2023
Q4 		$886K Buy
17,094
+1,374
+9% +$66.3K 0.07% 137
2023
Q3 		$713K Buy
15,720
+1,344
+9% +$63.5K 0.06% 147
2023
Q2 		$678K Sell
14,376
-6,510
-31% -$282K 0.06% 146
2023
Q1 		$868K Sell
20,886
-174
-0.8% -$6.77K 0.08% 141
2022
Q4 		$748K Buy
21,060
+5,436
+35% +$200K 0.07% 146
2022
Q3 		$580K Hold
15,624
– – 0.07% 121
2022
Q2 		$580K Sell
15,624
-900
-5% -$37K 0.05% 152
2022
Q1 		$792K Buy
16,524
+1,836
+13% +$86.8K 0.09% 119
2021
Q4 		$786K Buy
+14,688
New +$765K 0.09% 114

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

Sonora Investment Management Group's VUG Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.36% in Q3 2025, selling an estimated $4.58K and leaving 16,692 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #116.

Sonora Investment Management Group first reported a position in VUG in Q4 2021 and has held it in 16 quarters since. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Sonora Investment Management Group held 16,692 shares of Vanguard Morningstar Growth ETF worth $1.33M as of Q3 2025.
  • Sonora Investment Management Group sold 60 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $4.58K.
  • Vanguard Morningstar Growth ETF made up 0.09% of Sonora Investment Management Group's portfolio in Q3 2025, its #116 holding.
  • Sonora Investment Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.