West Coast Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

West Coast Financial’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	-5,514	Closed	-$341K	–	149
2025 Q1	$341K	Hold	5,514	–	–	0.04%	128
2024 Q4	$377K	Hold	5,514	–	–	0.04%	120
2024 Q3	$353K	Hold	5,514	–	–	0.04%	130
2024 Q2	$344K	Sell	5,514 -180	-3%	-$10.5K	0.04%	120
2024 Q1	$327K	Sell	5,694 -30	-0.5%	-$1.65K	0.04%	128
2023 Q4	$297K	Hold	5,724	–	–	0.04%	129
2023 Q3	$260K	Sell	5,724 -120	-2%	-$5.67K	0.04%	126
2023 Q2	$276K	Sell	5,844 -750	-11%	-$32.5K	0.04%	129
2023 Q1	$274K	Hold	6,594	–	–	0.04%	120
2022 Q4	$234K	Buy	6,594 +720	+12%	+$26.5K	0.04%	122
2022 Q3	$209K	Hold	5,874	–	–	0.04%	118
2022 Q2	$218K	Hold	5,874	–	–	0.04%	119
2022 Q1	$282K	Hold	5,874	–	–	0.04%	110
2021 Q4	$314K	Sell	5,874 -150	-2%	-$7.81K	0.04%	110
2021 Q3	$291K	Hold	6,024	–	–	0.05%	109
2021 Q2	$288K	Hold	6,024	–	–	0.05%	112
2021 Q1	$258K	Hold	6,024	–	–	0.04%	109
2020 Q4	$254K	Hold	6,024	–	–	0.05%	101
2020 Q3	$229K	Hold	6,024	–	–	0.05%	102
2020 Q2	$203K	Buy	+6,024	New	+$185K	0.05%	103
2018 Q4	–	Sell	-14,952	Closed	-$401K	–	137
2018 Q3	$401K	Buy	+14,952	New	+$391K	0.09%	108
2017 Q4	–	Sell	-18,450	Closed	-$408K	–	136
2017 Q3	$408K	Buy	+18,450	New	+$401K	0.11%	105

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 $424B AUM 22.96% 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 $445B AUM 25.58% 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

West Coast Financial's VUG Position: Q2 2025 in Review

West Coast Financial sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2025, closing a stake of 5,514 shares — an estimated $341K sold.

West Coast Financial first reported a position in VUG in Q3 2017 and held it in 22 quarters. The position peaked at $408K in Q3 2017. 2,496 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

West Coast Financial reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 5,514 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $341K.
West Coast Financial first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and held it in 22 quarters.
West Coast Financial's Vanguard Morningstar Growth ETF position peaked at $408K in Q3 2017.
2,496 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.