SGA
VUG icon

Sustainable Growth Advisers’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sustainable Growth Advisers’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
Q2 		– Sell
-5,712
Closed -$353K – 58
2025
Q1 		$353K Buy
5,712
+630
+12% +$42.5K ﹤0.01% 55
2024
Q4 		$348K Hold
5,082
– – ﹤0.01% 53
2024
Q3 		$325K Buy
+5,082
New +$315K ﹤0.01% 50
2022
Q3 		– Sell
-5,658
Closed -$210K – 57
2022
Q2 		$210K Buy
+5,658
New +$232K ﹤0.01% 53

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 22.9% 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

Sustainable Growth Advisers's VUG Position: Q2 2025 in Review

Sustainable Growth Advisers sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 5,712 shares — an estimated $353K sold.

Sustainable Growth Advisers first reported a position in VUG in Q2 2022 and held it in 4 quarters. The position peaked at $353K in Q1 2025. 2,500 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Sustainable Growth Advisers reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Sustainable Growth Advisers sold 5,712 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $353K.
  • Sustainable Growth Advisers first reported a position in Vanguard Morningstar Growth ETF in Q2 2022 and held it in 4 quarters.
  • Sustainable Growth Advisers's Vanguard Morningstar Growth ETF position peaked at $353K in Q1 2025.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Sustainable Growth Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.