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Buckingham Capital Management (Ohio)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Buckingham Capital Management (Ohio)’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 		$2.48M Buy
+36,294
New +$2.44M 0.28% 59

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

Buckingham Capital Management (Ohio)'s VUG Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2024: 36,294 shares worth $2.48M. The stake represents 0.28% of the portfolio and ranks #59 among its holdings.

2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 36,294 shares of Vanguard Morningstar Growth ETF worth $2.48M as of Q4 2024.
  • Vanguard Morningstar Growth ETF was a new Buckingham Capital Management (Ohio) position in Q4 2024.
  • Vanguard Morningstar Growth ETF made up 0.28% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #59 holding.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.