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CM Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

CM 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
Q2 		– Sell
-5,820
Closed -$333K – 180
2024
Q1 		$333K Buy
+5,820
New +$320K 0.1% 124
2023
Q3 		– Sell
-5,820
Closed -$283K – 173
2023
Q2 		$283K Buy
+5,820
New +$252K 0.09% 112

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CM Wealth Advisors's VUG Position: Q2 2024 in Review

CM Wealth Advisors sold out of Vanguard Growth ETF (VUG) in Q2 2024, closing a stake of 5,820 shares — an estimated $333K sold.

CM Wealth Advisors first reported a position in VUG in Q2 2023 and held it in 2 quarters. The position peaked at $333K in Q1 2024. 2,154 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

  • CM Wealth Advisors reported no remaining Vanguard Growth ETF position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 5,820 Vanguard Growth ETF shares in Q2 2024, an estimated $333K.
  • CM Wealth Advisors first reported a position in Vanguard Growth ETF in Q2 2023 and held it in 2 quarters.
  • CM Wealth Advisors's Vanguard Growth ETF position peaked at $333K in Q1 2024.
  • 2,154 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.