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Transform Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Transform Wealth’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
Q1 		$674K Buy
10,896
+222
+2% +$15K 0.04% 153
2024
Q4 		$730K Buy
10,674
+3,588
+51% +$241K 0.04% 153
2024
Q3 		$453K Buy
7,086
+582
+9% +$36.1K 0.03% 157
2024
Q2 		$406K Hold
6,504
– – 0.03% 157
2024
Q1 		$373K Buy
+6,504
New +$358K 0.04% 168
2022
Q2 		– Sell
-7,290
Closed -$349K – 227
2022
Q1 		$349K Buy
+7,290
New +$345K 0.04% 189

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

Transform Wealth's VUG Position: Q1 2025 in Review

Transform Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.1% in Q1 2025, buying an estimated $15K and bringing the position to 10,896 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #153.

Transform Wealth first reported a position in VUG in Q1 2022 and has held it in 6 quarters since. The position peaked at $730K in Q4 2024. 2,445 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Transform Wealth held 10,896 shares of Vanguard Morningstar Growth ETF worth $674K as of Q1 2025.
  • Transform Wealth bought 222 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $15K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Transform Wealth's portfolio in Q1 2025, its #153 holding.
  • Transform Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 6 quarters since.
  • Transform Wealth's Vanguard Morningstar Growth ETF position peaked at $730K in Q4 2024.
  • 2,445 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.