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Cedar Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Cedar Wealth Management’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
-36,732
Closed -$2.35M – 259
2024
Q3 		$2.35M Sell
36,732
-450
-1% -$27.9K 0.73% 20
2024
Q2 		$2.32M Buy
37,182
+12,582
+51% +$734K 0.75% 20
2024
Q1 		$1.41M Buy
24,600
+150
+0.6% +$8.25K 0.46% 33
2023
Q4 		$1.27M Buy
+24,450
New +$1.18M 0.46% 34

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 $1.6B AUM 20.7% 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

Cedar Wealth Management's VUG Position: Q4 2024 in Review

Cedar Wealth Management sold out of Vanguard Growth ETF (VUG) in Q4 2024, closing a stake of 36,732 shares — an estimated $2.35M sold.

Cedar Wealth Management first reported a position in VUG in Q4 2023 and held it in 4 quarters. The position peaked at $2.35M in Q3 2024. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Cedar Wealth Management reported no remaining Vanguard Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 36,732 Vanguard Growth ETF shares in Q4 2024, an estimated $2.35M.
  • Cedar Wealth Management first reported a position in Vanguard Growth ETF in Q4 2023 and held it in 4 quarters.
  • Cedar Wealth Management's Vanguard Growth ETF position peaked at $2.35M in Q3 2024.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.