Coulter & Justus Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Coulter & Justus Financial Services’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 Q1	$917K	Buy	+15,984	New	+$879K	0.2%	47

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coulter & Justus Financial Services's VUG Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Vanguard Growth ETF (VUG) in Q1 2024: 15,984 shares worth $917K. The stake represents 0.2% of the portfolio and ranks #47 among its holdings.

2,092 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

Coulter & Justus Financial Services held 15,984 shares of Vanguard Growth ETF worth $917K as of Q1 2024.
Vanguard Growth ETF was a new Coulter & Justus Financial Services position in Q1 2024.
Vanguard Growth ETF made up 0.2% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #47 holding.
2,092 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.