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

Wealthstream 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
Q3 		$2.39M Hold
29,940
– – 0.36% 30
2025
Q2 		$2.19M Hold
29,940
– – 0.36% 30
2025
Q1 		$1.85M Hold
29,940
– – 0.35% 30
2024
Q4 		$2.05M Buy
29,940
+528
+2% +$35.5K 0.38% 29
2024
Q3 		$1.88M Hold
29,412
– – 0.34% 25
2024
Q2 		$1.83M Sell
29,412
-876
-3% -$51.1K 0.67% 24
2024
Q1 		$1.74M Buy
30,288
+486
+2% +$26.7K 0.66% 23
2023
Q4 		$1.54M Sell
29,802
-18
-0.1% -$869 0.64% 22
2023
Q3 		$1.35M Hold
29,820
– – 0.7% 20
2023
Q2 		$1.41M Sell
29,820
-1,128
-4% -$48.9K 0.74% 21
2023
Q1 		$1.29M Sell
30,948
-72
-0.2% -$2.8K 0.77% 20
2022
Q4 		$1.1M Buy
31,020
+4,050
+15% +$149K 0.72% 23
2022
Q3 		$962K Hold
26,970
– – 1.03% 17
2022
Q2 		$1M Buy
26,970
+84
+0.3% +$3.45K 1.01% 17
2022
Q1 		$1.29M Hold
26,886
– – 1.13% 16
2021
Q4 		$1.44M Buy
+26,886
New +$1.4M 1.23% 16

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

Wealthstream Advisors's VUG Position: Q3 2025 in Review

Wealthstream Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2025 at 29,940 shares worth $2.39M. The position accounts for 0.36% of the portfolio, ranked #30.

Wealthstream Advisors first reported a position in VUG in Q4 2021 and has held it in 16 quarters since. 2,600 funds tracked by Wall St. Rank hold VUG as of Q3 2025.

  • Wealthstream Advisors held 29,940 shares of Vanguard Morningstar Growth ETF worth $2.39M as of Q3 2025.
  • Wealthstream Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2025.
  • Vanguard Morningstar Growth ETF made up 0.36% of Wealthstream Advisors's portfolio in Q3 2025, its #30 holding.
  • Wealthstream Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.