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Syverson Strege & Co’s Vanguard Growth ETF VUG Stock Holding History

Syverson Strege & Co’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
-10,668
Closed -$780K – 176
2025
Q2 		$780K Buy
10,668
+18
+0.2% +$1.19K 0.18% 54
2025
Q1 		$658K Hold
10,650
– – 0.21% 35
2024
Q4 		$729K Sell
10,650
-408
-4% -$27.4K 0.24% 36
2024
Q3 		$708K Sell
11,058
-636
-5% -$39.4K 0.24% 33
2024
Q2 		$729K Sell
11,694
-846
-7% -$49.3K 0.25% 34
2024
Q1 		$719K Buy
12,540
+1,116
+10% +$61.4K 0.26% 31
2023
Q4 		$592K Hold
11,424
– – 0.23% 36
2023
Q3 		$519K Hold
11,424
– – 0.23% 33
2023
Q2 		$539K Sell
11,424
-1,470
-11% -$63.7K 0.23% 31
2023
Q1 		$536K Sell
12,894
-408
-3% -$15.9K 0.23% 34
2022
Q4 		$473K Buy
13,302
+408
+3% +$15K 0.21% 38
2022
Q3 		$460K Sell
12,894
-1,416
-10% -$56.9K 0.23% 38
2022
Q2 		$532K Buy
14,310
+1,650
+13% +$67.8K 0.2% 39
2022
Q1 		$607K Hold
12,660
– – 0.66% 30
2021
Q4 		$677K Hold
12,660
– – 0.5% 34
2021
Q3 		$612K Hold
12,660
– – 0.49% 34
2021
Q2 		$605K Sell
12,660
-324
-2% -$14.7K 0.54% 34
2021
Q1 		$556K Hold
12,984
– – 0.58% 30
2020
Q4 		$548K Buy
+12,984
New +$518K 0.52% 30

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

Syverson Strege & Co's VUG Position: Q3 2025 in Review

Syverson Strege & Co sold out of Vanguard Growth ETF (VUG) in Q3 2025, closing a stake of 10,668 shares — an estimated $780K sold.

Syverson Strege & Co first reported a position in VUG in Q4 2020 and held it in 19 quarters. The position peaked at $780K in Q2 2025. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Syverson Strege & Co reported no remaining Vanguard Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Syverson Strege & Co sold 10,668 Vanguard Growth ETF shares in Q3 2025, an estimated $780K.
  • Syverson Strege & Co first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 19 quarters.
  • Syverson Strege & Co's Vanguard Growth ETF position peaked at $780K in Q2 2025.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Syverson Strege & Co's 13F filing for Q3 2025, filed 1 Dec 2025.