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Blue Barn Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Blue Barn Wealth’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
-8,238
Closed -$564K – 160
2024
Q4 		$564K Buy
+8,238
New +$553K 0.3% 56
2023
Q1 		– Sell
-71,892
Closed -$2.55M – 134
2022
Q4 		$2.55M Buy
+71,892
New +$2.64M 1.68% 16

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Blue Barn Wealth's VUG Position: Q1 2025 in Review

Blue Barn Wealth sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 8,238 shares — an estimated $564K sold.

Blue Barn Wealth first reported a position in VUG in Q4 2022 and held it in 2 quarters. The position peaked at $2.55M in Q4 2022. 2,450 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Blue Barn Wealth reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 8,238 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $564K.
  • Blue Barn Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 2 quarters.
  • Blue Barn Wealth's Vanguard Morningstar Growth ETF position peaked at $2.55M in Q4 2022.
  • 2,450 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Blue Barn Wealth's 13F filing for Q1 2025, filed 9 May 2025.