Baker Boyer National Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Baker Boyer National Bank’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 Q1	–	Sell	-46,950	Closed	-$3.21M	–	81
2024 Q4	$3.21M	Buy	46,950 +198	+0.4%	+$13.3K	1.11%	13
2024 Q3	$2.99M	Sell	46,752 -9,438	-17%	-$585K	1%	13
2024 Q2	$3.5M	Hold	56,190	–	–	1.22%	13
2024 Q1	$3.22M	Buy	56,190 +11,742	+26%	+$646K	1.11%	13
2023 Q4	$2.3M	Hold	44,448	–	–	0.85%	15
2023 Q3	$2.02M	Buy	44,448 +198	+0.4%	+$9.35K	0.82%	15
2023 Q2	$2.09M	Sell	44,250 -37,212	-46%	-$1.61M	0.77%	16
2023 Q1	$3.39M	Hold	81,462	–	–	1.3%	13
2022 Q4	$2.89M	Hold	81,462	–	–	1.21%	11
2022 Q3	$2.9M	Hold	81,462	–	–	1.29%	11
2022 Q2	$3.03M	Buy	81,462 +7,416	+10%	+$305K	1.53%	12
2022 Q1	$3.55M	Buy	74,046 +5,358	+8%	+$253K	1.71%	11
2021 Q4	$3.67M	Buy	+68,688	New	+$3.58M	1.69%	10
2021 Q2	$3.03M	Buy	+81,462	New	+$3.7M	1.53%	12

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 $374B AUM 17.66% 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 $377B AUM 19.32% 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

Baker Boyer National Bank's VUG Position: Q1 2025 in Review

Baker Boyer National Bank sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 46,950 shares — an estimated $3.21M sold.

Baker Boyer National Bank first reported a position in VUG in Q2 2021 and held it in 14 quarters. The position peaked at $3.67M in Q4 2021. 2,445 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

Baker Boyer National Bank reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
Baker Boyer National Bank sold 46,950 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $3.21M.
Baker Boyer National Bank first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and held it in 14 quarters.
Baker Boyer National Bank's Vanguard Morningstar Growth ETF position peaked at $3.67M in Q4 2021.
2,445 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Baker Boyer National Bank's 13F filing for Q1 2025, filed 29 Apr 2025.