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Wealth Alliance’s Vanguard Growth ETF VUG Stock Holding History

Wealth Alliance’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
-2,610
Closed -$209K – 599
2025
Q3 		$209K Buy
+2,610
New +$199K 0.02% 524
2021
Q1 		– Sell
-10,392
Closed -$439K – 412
2020
Q4 		$439K Sell
10,392
-4,926
-32% -$197K 0.13% 190
2020
Q3 		$581K Sell
15,318
-690
-4% -$25.5K 0.21% 122
2020
Q2 		$539K Sell
16,008
-1,146
-7% -$35.2K 0.21% 124
2020
Q1 		$448K Buy
+17,154
New +$514K 0.24% 114

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

Wealth Alliance's VUG Position: Q4 2025 in Review

Wealth Alliance sold out of Vanguard Growth ETF (VUG) in Q4 2025, closing a stake of 2,610 shares — an estimated $209K sold.

Wealth Alliance first reported a position in VUG in Q1 2020 and held it in 5 quarters. The position peaked at $581K in Q3 2020. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Wealth Alliance reported no remaining Vanguard Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 2,610 Vanguard Growth ETF shares in Q4 2025, an estimated $209K.
  • Wealth Alliance first reported a position in Vanguard Growth ETF in Q1 2020 and held it in 5 quarters.
  • Wealth Alliance's Vanguard Growth ETF position peaked at $581K in Q3 2020.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.