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Altus Wealth Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Altus Wealth Group’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
2024
Q4 		– Sell
-4,356
Closed -$279K – 153
2024
Q3 		$279K Buy
+4,356
New +$270K 0.12% 116
2021
Q3 		– Sell
-2,652
Closed -$127K – 121
2021
Q2 		$127K Hold
2,652
– – 0.12% 111
2021
Q1 		$119K Hold
2,652
– – 0.12% 110
2020
Q4 		$112K Buy
+2,652
New +$106K 0.11% 127

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Altus Wealth Group's VUG Position: Q4 2024 in Review

Altus Wealth Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 4,356 shares — an estimated $279K sold.

Altus Wealth Group first reported a position in VUG in Q4 2020 and held it in 4 quarters. The position peaked at $279K in Q3 2024. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Altus Wealth Group reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Altus Wealth Group sold 4,356 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $279K.
  • Altus Wealth Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 4 quarters.
  • Altus Wealth Group's Vanguard Morningstar Growth ETF position peaked at $279K in Q3 2024.
  • 2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Altus Wealth Group's 13F filing for Q4 2024, filed 10 Feb 2025.