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Sustainable Growth Advisers’s Vanguard 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 $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Sustainable Growth Advisers sold out of Vanguard 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. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Sustainable Growth Advisers reported no remaining Vanguard Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Sustainable Growth Advisers sold 5,712 Vanguard Growth ETF shares in Q2 2025, an estimated $353K.
  • Sustainable Growth Advisers first reported a position in Vanguard Growth ETF in Q2 2022 and held it in 4 quarters.
  • Sustainable Growth Advisers's Vanguard Growth ETF position peaked at $353K in Q1 2025.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

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