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Von Berge Wealth Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Von Berge Wealth Management Group’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
Q3 		– Sell
-138,774
Closed -$10.3M – 60
2025
Q2 		$10.3M Sell
138,774
-426
-0.3% -$28K 5.81% 8
2025
Q1 		$8.61M Sell
139,200
-2,880
-2% -$194K 5.55% 8
2024
Q4 		$9.94M Sell
142,080
-1,794
-1% -$121K 6.02% 6
2024
Q3 		$9.59M Sell
143,874
-5,010
-3% -$311K 5.93% 7
2024
Q2 		$9.35M Sell
148,884
-2,994
-2% -$175K 5.94% 6
2024
Q1 		$8.71M Buy
151,878
+10,698
+8% +$588K 5.61% 7
2023
Q4 		$7.36M Sell
141,180
-10,962
-7% -$529K 5.65% 7
2023
Q3 		$6.9M Sell
152,142
-1,638
-1% -$77.4K 5.9% 7
2023
Q2 		$7.25M Buy
153,780
+2,298
+2% +$99.7K 6.01% 6
2023
Q1 		$6.29M Buy
151,482
+888
+0.6% +$34.5K 5.62% 7
2022
Q4 		$5.92M Sell
150,594
-6,222
-4% -$229K 5.32% 7
2022
Q3 		$5.58M Sell
156,816
-1,860
-1% -$74.8K 5.94% 5
2022
Q2 		$6M Sell
158,676
-936
-0.6% -$38.5K 6.23% 5
2022
Q1 		$7.19M Buy
159,612
+3,768
+2% +$178K 6.55% 5
2021
Q4 		$7.55M Buy
+155,844
New +$8.12M 6.97% 5

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Von Berge Wealth Management Group's VUG Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2025, closing a stake of 138,774 shares — an estimated $10.3M sold.

Von Berge Wealth Management Group first reported a position in VUG in Q4 2021 and held it in 15 quarters. The position peaked at $10.3M in Q2 2025. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 138,774 Vanguard Morningstar Growth ETF shares in Q3 2025, an estimated $10.3M.
  • Von Berge Wealth Management Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Vanguard Morningstar Growth ETF position peaked at $10.3M in Q2 2025.
  • 2,600 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.