Wealthstar Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wealthstar 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	-7,692	Closed	-$615K	–	145
2025 Q3	$615K	Sell	7,692 -708	-8%	-$54.1K	0.24%	79
2025 Q2	$614K	Hold	8,400	–	–	0.23%	87
2025 Q1	$519K	Sell	8,400 -1,272	-13%	-$85.8K	0.24%	92
2024 Q4	$662K	Buy	+9,672	New	+$650K	0.29%	65
2024 Q2	–	Sell	-9,672	Closed	-$555K	–	138
2024 Q1	$555K	Sell	9,672 -180	-2%	-$9.9K	0.19%	71
2023 Q4	$510K	Hold	9,852	–	–	0.08%	80
2023 Q3	$447K	Hold	9,852	–	–	0.17%	63
2023 Q2	$465K	Buy	9,852 +114	+1%	+$4.94K	0.2%	51
2023 Q1	$405K	Hold	9,738	–	–	0.15%	59
2022 Q4	$346K	Buy	9,738 +36	+0.4%	+$1.32K	0.16%	70
2022 Q3	$345K	Buy	9,702 +264	+3%	+$10.6K	0.16%	64
2022 Q2	$350K	Sell	9,438 -930	-9%	-$38.2K	0.13%	68
2022 Q1	$498K	Buy	10,368 +300	+3%	+$14.2K	0.18%	61
2021 Q4	$539K	Hold	10,068	–	–	0.18%	48
2021 Q3	$487K	Buy	+10,068	New	+$501K	0.15%	53

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wealthstar Advisors's VUG Position: Q4 2025 in Review

Wealthstar Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2025, closing a stake of 7,692 shares — an estimated $615K sold.

Wealthstar Advisors first reported a position in VUG in Q3 2021 and held it in 15 quarters. The position peaked at $662K in Q4 2024. 2,804 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

Wealthstar Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2025 after selling out during the quarter.
Wealthstar Advisors sold 7,692 Vanguard Morningstar Growth ETF shares in Q4 2025, an estimated $615K.
Wealthstar Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and held it in 15 quarters.
Wealthstar Advisors's Vanguard Morningstar Growth ETF position peaked at $662K in Q4 2024.
2,804 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2025.

Based on Wealthstar Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.