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Summit X LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Summit X LLC’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 		– Sell
-9,096
Closed -$665K – 234
2025
Q2 		$665K Buy
9,096
+4,428
+95% +$292K 0.12% 124
2025
Q1 		$288K Buy
+4,668
New +$315K 0.06% 178
2023
Q3 		– Sell
-5,574
Closed -$263K – 277
2023
Q2 		$263K Hold
5,574
– – 0.06% 230
2023
Q1 		$232K Buy
+5,574
New +$217K 0.06% 236

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

Summit X LLC's VUG Position: Q3 2025 in Review

Summit X LLC sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 9,096 shares — an estimated $665K sold.

Summit X LLC first reported a position in VUG in Q1 2023 and held it in 4 quarters. The position peaked at $665K in Q2 2025. 2,604 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 9,096 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $665K.
  • Summit X LLC first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and held it in 4 quarters.
  • Summit X LLC's Vanguard Morningstar Growth ETF position peaked at $665K in Q2 2025.
  • 2,604 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.