Stuart Chaussee & Associates’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stuart Chaussee & Associates’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	-696	Closed	-$55.6K	–	153
2025 Q3	$55.6K	Hold	696	–	–	0.01%	86
2025 Q2	$50.8K	Hold	696	–	–	0.01%	85
2025 Q1	$43K	Hold	696	–	–	0.01%	86
2024 Q4	$47.5K	Hold	696	–	–	0.01%	79
2024 Q3	$44.5K	Hold	696	–	–	0.01%	71
2024 Q2	$43.3K	Hold	696	–	–	0.01%	69
2024 Q1	$39.9K	Buy	+696	New	+$38.3K	0.01%	66
2016 Q1	–	Sell	-17,802	Closed	-$316K	–	95
2015 Q4	$316K	Buy	+17,802	New	+$319K	0.3%	13

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Stuart Chaussee & Associates's VUG Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 696 shares — an estimated $55.6K sold.

Stuart Chaussee & Associates first reported a position in VUG in Q4 2015 and held it in 8 quarters. The position peaked at $316K in Q4 2015. 2,813 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 696 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $55.6K.
Stuart Chaussee & Associates first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and held it in 8 quarters.
Stuart Chaussee & Associates's Vanguard Morningstar Growth ETF position peaked at $316K in Q4 2015.
2,813 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.