US Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

US Financial Advisors’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	$332K	Sell	5,370 -48	-0.9%	-$3.24K	0.1%	69
2024 Q4	$371K	Buy	5,418 +6	+0.1%	+$403	0.11%	65
2024 Q3	$346K	Hold	5,412	–	–	0.11%	64
2024 Q2	$337K	Sell	5,412 -102	-2%	-$5.95K	0.11%	63
2024 Q1	$316K	Buy	+5,514	New	+$303K	0.11%	61
2022 Q2	–	Sell	-4,278	Closed	-$205K	–	81
2022 Q1	$205K	Hold	4,278	–	–	0.1%	72
2021 Q4	$229K	Buy	4,278 +6	+0.1%	+$313	0.1%	67
2021 Q3	$207K	Sell	4,272 -1,848	-30%	-$92K	0.1%	68
2021 Q2	$292K	Sell	6,120 -196,050	-97%	-$8.9M	0.14%	53
2021 Q1	$8.66M	Buy	202,170 +12,912	+7%	+$552K	2.4%	13
2020 Q4	$7.99M	Buy	+189,258	New	+$7.55M	2.41%	12
2016 Q2	$458K	Hold	25,812	–	–	0.92%	25
2016 Q1	$458K	Buy	25,812 +20,490	+385%	+$343K	0.8%	25
2015 Q4	$94K	Buy	5,322 +4,272	+407%	+$76.5K	0.09%	96
2015 Q3	$18K	Buy	+1,050	New	+$18.6K	0.03%	222

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

US Financial Advisors's VUG Position: Q1 2025 in Review

US Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.89% in Q1 2025, selling an estimated $3.24K and leaving 5,370 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #69.

US Financial Advisors first reported a position in VUG in Q3 2015 and has held it in 15 quarters since. The position peaked at $8.66M in Q1 2021. 2,445 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

US Financial Advisors held 5,370 shares of Vanguard Morningstar Growth ETF worth $332K as of Q1 2025.
US Financial Advisors sold 48 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $3.24K.
Vanguard Morningstar Growth ETF made up 0.1% of US Financial Advisors's portfolio in Q1 2025, its #69 holding.
US Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2015 and has held it in 15 quarters since.
US Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $8.66M in Q1 2021.
2,445 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.