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Vantage Financial Partners (Wisconsin)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$2.4M Buy
29,550
+54
+0.2% +$4.38K 0.49% 35
2025
Q3 		$2.36M Sell
29,496
-36
-0.1% -$2.75K 0.5% 35
2025
Q2 		$2.16M Buy
29,532
+288
+1% +$19K 0.5% 36
2025
Q1 		$1.81M Sell
29,244
-642
-2% -$43.3K 0.45% 33
2024
Q4 		$2.04M Sell
29,886
-282
-0.9% -$18.9K 0.51% 30
2024
Q3 		$1.93M Buy
30,168
+3,108
+11% +$193K 0.48% 26
2024
Q2 		$1.69M Sell
27,060
-3,846
-12% -$224K 0.44% 29
2024
Q1 		$1.77M Sell
30,906
-660
-2% -$36.3K 0.48% 32
2023
Q4 		$1.64M Buy
31,566
+9,678
+44% +$467K 0.48% 30
2023
Q3 		$993K Buy
21,888
+30
+0.1% +$1.42K 0.39% 27
2023
Q2 		$1.03M Buy
21,858
+30
+0.1% +$1.3K 0.39% 26
2023
Q1 		$908K Sell
21,828
-426
-2% -$16.6K 0.36% 28
2022
Q4 		$790K Sell
22,254
-1,542
-6% -$56.7K 0.47% 19
2022
Q3 		$849K Sell
23,796
-330
-1% -$13.3K 0.57% 20
2022
Q2 		$896K Sell
24,126
-1,572
-6% -$64.6K 0.53% 14
2022
Q1 		$1.23M Sell
25,698
-96
-0.4% -$4.54K 0.63% 13
2021
Q4 		$1.38M Buy
+25,794
New +$1.34M 0.54% 18

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s VUG Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.18% in Q4 2025, buying an estimated $4.38K and bringing the position to 29,550 shares worth $2.4M. The position accounts for 0.49% of the portfolio, ranked #35.

Vantage Financial Partners (Wisconsin) first reported a position in VUG in Q4 2021 and has held it in 17 quarters since. 2,821 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 29,550 shares of Vanguard Morningstar Growth ETF worth $2.4M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 54 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $4.38K.
  • Vanguard Morningstar Growth ETF made up 0.49% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #35 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,821 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.