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BW Gestao de Investimentos’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BW Gestao de Investimentos’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
-150,720
Closed -$9.64M – 157
2024
Q3 		$9.64M Sell
150,720
-54,630
-27% -$3.39M 0.67% 36
2024
Q2 		$12.8M Hold
205,350
– – 0.71% 40
2024
Q1 		$11.8M Buy
205,350
+169,290
+469% +$9.31M 0.35% 41
2023
Q4 		$1.87M Buy
+36,060
New +$1.74M 0.06% 91

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 22.9% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BW Gestao de Investimentos's VUG Position: Q4 2024 in Review

BW Gestao de Investimentos sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 150,720 shares — an estimated $9.64M sold.

BW Gestao de Investimentos first reported a position in VUG in Q4 2023 and held it in 4 quarters. The position peaked at $12.8M in Q2 2024. 2,507 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • BW Gestao de Investimentos reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • BW Gestao de Investimentos sold 150,720 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $9.64M.
  • BW Gestao de Investimentos first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 4 quarters.
  • BW Gestao de Investimentos's Vanguard Morningstar Growth ETF position peaked at $12.8M in Q2 2024.
  • 2,507 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on BW Gestao de Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.