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Blake Schutter Theil Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Blake Schutter Theil Wealth Advisors’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
-3,822
Closed -$245K – 162
2024
Q3 		$245K Buy
+3,822
New +$237K 0.18% 135

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 $1.88B AUM 29.07% 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

Blake Schutter Theil Wealth Advisors's VUG Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of Vanguard Growth ETF (VUG) in Q4 2024, closing a stake of 3,822 shares — an estimated $245K sold.

Blake Schutter Theil Wealth Advisors first reported a position in VUG in Q3 2024 and held it in 1 quarter. The position peaked at $245K in Q3 2024. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining Vanguard Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 3,822 Vanguard Growth ETF shares in Q4 2024, an estimated $245K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Vanguard Growth ETF in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's Vanguard Growth ETF position peaked at $245K in Q3 2024.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.