Tru Independence Asset Management 2’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tru Independence Asset Management 2’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	-11,412	Closed	-$796K	–	101
2025 Q1	$796K	Buy	+11,412	New	+$769K	0.6%	40
2022 Q1	–	Sell	-4,308	Closed	-$231K	–	141
2021 Q4	$231K	Buy	4,308 +36	+0.8%	+$1.88K	0.12%	116
2021 Q3	$206K	Buy	4,272 +60	+1%	+$2.99K	0.15%	99
2021 Q2	$201K	Sell	4,212 -588	-12%	-$26.7K	0.14%	110
2021 Q1	$206K	Hold	4,800	–	–	0.16%	102
2020 Q4	$203K	Buy	+4,800	New	+$192K	0.17%	94

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Tru Independence Asset Management 2's VUG Position: Q2 2025 in Review

Tru Independence Asset Management 2 sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 11,412 shares — an estimated $796K sold.

Tru Independence Asset Management 2 first reported a position in VUG in Q4 2020 and held it in 6 quarters. The position peaked at $796K in Q1 2025. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Tru Independence Asset Management 2 reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
Tru Independence Asset Management 2 sold 11,412 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $796K.
Tru Independence Asset Management 2 first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 6 quarters.
Tru Independence Asset Management 2's Vanguard Morningstar Growth ETF position peaked at $796K in Q1 2025.
2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2025, filed 16 Jul 2025.