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Watts Gwilliam & Co’s Vanguard Growth ETF VUG Stock Holding History

Watts Gwilliam & Co’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 		$10.8M Buy
135,378
+4,182
+3% +$320K 1.75% 10
2025
Q2 		$10.4M Buy
131,196
+19,794
+18% +$1.3M 1.71% 10
2025
Q1 		$6.89M Buy
111,402
+1,542
+1% +$104K 1.49% 18
2024
Q4 		$7.56M Sell
109,860
-7,470
-6% -$502K 1.6% 17
2024
Q3 		$7.53M Buy
+117,330
New +$7.27M 1.64% 14
2024
Q1 		$6.19M Buy
+107,406
New +$5.91M 1.91% 12

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

Watts Gwilliam & Co's VUG Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Vanguard Growth ETF (VUG) stake by 3.2% in Q3 2025, buying an estimated $320K and bringing the position to 135,378 shares worth $10.8M. The position accounts for 1.75% of the portfolio, ranked #10.

Watts Gwilliam & Co first reported a position in VUG in Q1 2024 and has held it in 6 quarters since. 2,599 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Watts Gwilliam & Co held 135,378 shares of Vanguard Growth ETF worth $10.8M as of Q3 2025.
  • Watts Gwilliam & Co bought 4,182 Vanguard Growth ETF shares in Q3 2025, an estimated $320K.
  • Vanguard Growth ETF made up 1.75% of Watts Gwilliam & Co's portfolio in Q3 2025, its #10 holding.
  • Watts Gwilliam & Co first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.