Wellington Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Wellington Capital Management’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	$212K	Buy	+2,904	New	+$191K	0.32%	79

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

Wellington Capital Management's VUG Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Vanguard Growth ETF (VUG) in Q2 2025: 2,904 shares worth $212K. The stake represents 0.32% of the portfolio and ranks #79 among its holdings.

2,494 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Wellington Capital Management held 2,904 shares of Vanguard Growth ETF worth $212K as of Q2 2025.
Vanguard Growth ETF was a new Wellington Capital Management position in Q2 2025.
Vanguard Growth ETF made up 0.32% of Wellington Capital Management's portfolio in Q2 2025, its #79 holding.
2,494 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.