AA
VUG icon

Axiom Advisory’s Vanguard Growth ETF VUG Stock Holding History

Axiom Advisory’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
Q3 		$2.7B Buy
43,510,140
+3,687,912
+9% +$229M 25.2% 1
2024
Q2 		$2.32B Buy
39,822,228
+39,207,798
+6,381% +$2.29B 25.33% 1
2024
Q1 		$35.2M Sell
614,430
-1,392
-0.2% -$76.5K 25.94% 1
2023
Q4 		$31.9M Sell
615,822
-1,698
-0.3% -$82K 25.68% 1
2023
Q3 		$28M Buy
617,520
+2,466
+0.4% +$116K 25.23% 1
2023
Q2 		$29M Buy
615,054
+10,650
+2% +$462K 25.66% 1
2023
Q1 		$25.1M Buy
604,404
+14,910
+3% +$580K 24.03% 1
2022
Q4 		$20.9M Buy
589,494
+168,570
+40% +$6.2M 22.16% 1
2022
Q3 		$15M Buy
420,924
+32,532
+8% +$1.31M 17.84% 2
2022
Q2 		$14.4M Sell
388,392
-166,764
-30% -$6.85M 15.99% 2
2022
Q1 		$26.6M Buy
555,156
+31,098
+6% +$1.47M 22.13% 1
2021
Q4 		$28M Buy
+524,058
New +$27.3M 23.02% 1

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axiom Advisory's VUG Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard Growth ETF (VUG) stake by 9.3% in Q3 2024, buying an estimated $229M and bringing the position to 43,510,140 shares worth $2.7B. The position accounts for 25.2% of the portfolio, ranked #1.

Axiom Advisory first reported a position in VUG in Q4 2021 and has held it in 12 quarters since. 2,220 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Axiom Advisory held 43,510,140 shares of Vanguard Growth ETF worth $2.7B as of Q3 2024.
  • Axiom Advisory bought 3,687,912 Vanguard Growth ETF shares in Q3 2024, an estimated $229M.
  • Vanguard Growth ETF made up 25.2% of Axiom Advisory's portfolio in Q3 2024, its #1 holding.
  • Axiom Advisory first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.