Vertex Planning Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vertex Planning Partners’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	–	Sell	-22,848	Closed	-$1.83M	–	203
2025 Q3	$1.83M	Hold	22,848	–	–	0.35%	53
2025 Q2	$1.67M	Sell	22,848 -1,320	-5%	-$86.9K	0.35%	52
2025 Q1	$1.49M	Buy	24,168 +1,680	+7%	+$113K	0.33%	49
2024 Q4	$1.54M	Sell	22,488 -2,460	-10%	-$165K	0.34%	48
2024 Q3	$1.6M	Buy	24,948 +120	+0.5%	+$7.44K	0.38%	39
2024 Q2	$1.55M	Buy	24,828 +414	+2%	+$24.1K	0.4%	37
2024 Q1	$1.4M	Buy	24,414 +216	+0.9%	+$11.9K	0.39%	37
2023 Q4	$1.25M	Buy	24,198 +240	+1%	+$11.6K	0.37%	34
2023 Q3	$1.09M	Sell	23,958 -2,946	-11%	-$139K	0.37%	37
2023 Q2	$1.27M	Buy	26,904 +3,084	+13%	+$134K	0.43%	37
2023 Q1	$990K	Sell	23,820 -2,808	-11%	-$109K	0.37%	39
2022 Q4	$946K	Buy	+26,628	New	+$980K	0.37%	34

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

Vertex Planning Partners's VUG Position: Q4 2025 in Review

Vertex Planning Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 22,848 shares — an estimated $1.83M sold.

Vertex Planning Partners first reported a position in VUG in Q4 2022 and held it in 12 quarters. The position peaked at $1.83M in Q3 2025. 2,815 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Vertex Planning Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 22,848 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $1.83M.
Vertex Planning Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's Vanguard Morningstar Growth ETF position peaked at $1.83M in Q3 2025.
2,815 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.