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Altus Wealth Group’s Vanguard 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 $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Altus Wealth Group sold out of Vanguard 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. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Altus Wealth Group reported no remaining Vanguard Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Altus Wealth Group sold 4,356 Vanguard Growth ETF shares in Q4 2024, an estimated $279K.
  • Altus Wealth Group first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 4 quarters.
  • Altus Wealth Group's Vanguard Growth ETF position peaked at $279K in Q3 2024.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

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