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Winnow Wealth’s Vanguard Growth ETF VUG Stock Holding History

Winnow Wealth’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
-2,838
Closed -$227K – 656
2025
Q3 		$227K Buy
+2,838
New +$217K 0.18% 100
2025
Q2 		– Sell
-2,766
Closed -$171K – 667
2025
Q1 		$171K Hold
2,766
– – 0.16% 95
2024
Q4 		$189K Buy
+2,766
New +$186K 0.19% 95

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

Winnow Wealth's VUG Position: Q4 2025 in Review

Winnow Wealth sold out of Vanguard Growth ETF (VUG) in Q4 2025, closing a stake of 2,838 shares — an estimated $227K sold.

Winnow Wealth first reported a position in VUG in Q4 2024 and held it in 3 quarters. The position peaked at $227K in Q3 2025. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • Winnow Wealth reported no remaining Vanguard Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Winnow Wealth sold 2,838 Vanguard Growth ETF shares in Q4 2025, an estimated $227K.
  • Winnow Wealth first reported a position in Vanguard Growth ETF in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's Vanguard Growth ETF position peaked at $227K in Q3 2025.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.