Strive Asset Management
VUG icon

Strive Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Strive Asset 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
-13,080
Closed -$1.05M – 172
2025
Q3 		$1.05M Hold
13,080
– – 0.57% 32
2025
Q2 		$956K Hold
13,080
– – 0.58% 28
2025
Q1 		$808K Hold
13,080
– – 0.56% 42
2024
Q4 		$895K Buy
+13,080
New +$879K 0.67% 36

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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 17.27% 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

Strive Asset Management's VUG Position: Q4 2025 in Review

Strive Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 13,080 shares — an estimated $1.05M sold.

Strive Asset Management first reported a position in VUG in Q4 2024 and held it in 4 quarters. The position peaked at $1.05M in Q3 2025. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Strive Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Strive Asset Management sold 13,080 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $1.05M.
  • Strive Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2024 and held it in 4 quarters.
  • Strive Asset Management's Vanguard Morningstar Growth ETF position peaked at $1.05M in Q3 2025.
  • 2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.