Tyler-Stone Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tyler-Stone Wealth Management’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	$1.82M	Hold	24,888	–	–	0.29%	67
2025 Q1	$1.54M	Hold	24,888	–	–	0.28%	74
2024 Q4	$1.7M	Buy	24,888 +6	+0%	+$403	0.3%	63
2024 Q3	$1.59M	Buy	24,882 +14,844	+148%	+$920K	0.3%	70
2024 Q2	$626K	Hold	10,038	–	–	0.26%	79
2024 Q1	$576K	Buy	10,038 +276	+3%	+$15.2K	0.25%	81
2023 Q4	$506K	Sell	9,762 -60	-0.6%	-$2.9K	0.25%	79
2023 Q3	$446K	Buy	9,822 +6	+0.1%	+$283	0.25%	81
2023 Q2	$463K	Buy	+9,816	New	+$426K	0.26%	78
2022 Q4	$348K	Sell	9,810 -354	-3%	-$13K	0.24%	94
2022 Q3	$362K	Buy	10,164 +6	+0.1%	+$241	0.28%	78
2022 Q2	$377K	Hold	10,158	–	–	0.25%	83
2022 Q1	$487K	Buy	10,158 +6	+0.1%	+$284	0.27%	81
2021 Q4	$543K	Buy	+10,152	New	+$529K	0.29%	76

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

Tyler-Stone Wealth Management's VUG Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2025 at 24,888 shares worth $1.82M. The position accounts for 0.29% of the portfolio, ranked #67.

Tyler-Stone Wealth Management first reported a position in VUG in Q4 2021 and has held it in 14 quarters since. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Tyler-Stone Wealth Management held 24,888 shares of Vanguard Morningstar Growth ETF worth $1.82M as of Q2 2025.
Tyler-Stone Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2025.
Vanguard Morningstar Growth ETF made up 0.29% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #67 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 14 quarters since.
2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.