SWM
VUG icon

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

Stark Wealth 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 		$1.15M Sell
14,166
-2,172
-13% -$176K 4.33% 5
2025
Q3 		$1.31M Buy
+16,338
New +$1.25M 5.98% 4
2025
Q1 		– Sell
-60,552
Closed -$4.14M – 83
2024
Q4 		$4.14M Buy
+60,552
New +$4.07M 3.05% 8

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 22.96% 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

Stark Wealth Management's VUG Position: Q4 2025 in Review

Stark Wealth Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 13% in Q4 2025, selling an estimated $176K and leaving 14,166 shares worth $1.15M. The position accounts for 4.33% of the portfolio, ranked #5.

Stark Wealth Management first reported a position in VUG in Q4 2024 and has held it in 3 quarters since. The position peaked at $4.14M in Q4 2024. 2,815 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Stark Wealth Management held 14,166 shares of Vanguard Morningstar Growth ETF worth $1.15M as of Q4 2025.
  • Stark Wealth Management sold 2,172 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $176K.
  • Vanguard Morningstar Growth ETF made up 4.33% of Stark Wealth Management's portfolio in Q4 2025, its #5 holding.
  • Stark Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Stark Wealth Management's Vanguard Morningstar Growth ETF position peaked at $4.14M in Q4 2024.
  • 2,815 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.