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Wealth Group’s Vanguard Growth ETF VUG Stock Holding History

Wealth 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
Q2 		– Sell
-4,608
Closed -$285K – 160
2025
Q1 		$285K Sell
4,608
-132
-3% -$8.9K 0.18% 116
2024
Q4 		$324K Buy
4,740
+114
+2% +$7.66K 0.21% 106
2024
Q3 		$296K Sell
4,626
-804
-15% -$49.8K 0.2% 114
2024
Q2 		$338K Sell
5,430
-240
-4% -$14K 0.24% 104
2024
Q1 		$325K Buy
+5,670
New +$312K 0.25% 107

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 Group's VUG Position: Q2 2025 in Review

Wealth Group sold out of Vanguard Growth ETF (VUG) in Q2 2025, closing a stake of 4,608 shares — an estimated $285K sold.

Wealth Group first reported a position in VUG in Q1 2024 and held it in 5 quarters. The position peaked at $338K in Q2 2024. 2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Wealth Group reported no remaining Vanguard Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 4,608 Vanguard Growth ETF shares in Q2 2025, an estimated $285K.
  • Wealth Group first reported a position in Vanguard Growth ETF in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Vanguard Growth ETF position peaked at $338K in Q2 2024.
  • 2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.