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Warren Street Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Warren Street Wealth 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
Q4 		– Sell
-5,022
Closed -$401K – 156
2025
Q3 		$401K Buy
5,022
+252
+5% +$19.3K 0.12% 80
2025
Q2 		$349K Sell
4,770
-84
-2% -$5.53K 0.11% 84
2025
Q1 		$300K Sell
4,854
-528
-10% -$35.6K 0.12% 77
2024
Q4 		$368K Sell
5,382
-42
-0.8% -$2.82K 0.15% 68
2024
Q3 		$347K Sell
5,424
-636
-10% -$39.4K 0.14% 72
2024
Q2 		$378K Buy
6,060
+270
+5% +$15.7K 0.19% 64
2024
Q1 		$332K Sell
5,790
-174
-3% -$9.57K 0.16% 68
2023
Q4 		$309K Sell
5,964
-30
-0.5% -$1.45K 0.18% 66
2023
Q3 		$272K Sell
5,994
-12
-0.2% -$567 0.18% 65
2023
Q2 		$283K Sell
6,006
-228
-4% -$9.89K 0.19% 61
2023
Q1 		$259K Sell
6,234
-42
-0.7% -$1.63K 0.18% 58
2022
Q4 		$223K Buy
+6,276
New +$231K 0.18% 59
2022
Q2 		– Sell
-5,364
Closed -$257K – 64
2022
Q1 		$257K Sell
5,364
-24
-0.4% -$1.14K 0.22% 44
2021
Q4 		$288K Buy
+5,388
New +$281K 0.27% 45

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

Warren Street Wealth Advisors's VUG Position: Q4 2025 in Review

Warren Street Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 5,022 shares — an estimated $401K sold.

Warren Street Wealth Advisors first reported a position in VUG in Q4 2021 and held it in 14 quarters. The position peaked at $401K in Q3 2025. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Warren Street Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 5,022 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $401K.
  • Warren Street Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 14 quarters.
  • Warren Street Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $401K in Q3 2025.
  • 2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.