CJL
VUG icon

Cyrus J. Lawrence’s Vanguard Growth ETF VUG Stock Holding History

Cyrus J. Lawrence’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
2025
Q1 		– Sell
-1,746
Closed -$119K – 166
2024
Q4 		$119K Buy
1,746
+1,386
+385% +$93.1K 0.02% 83
2024
Q3 		$23K Hold
360
– – ﹤0.01% 139
2024
Q2 		$22K Hold
360
– – ﹤0.01% 139
2024
Q1 		$20K Buy
+360
New +$19.8K ﹤0.01% 135
2023
Q3 		$16K Hold
360
– – ﹤0.01% 122
2023
Q2 		$16 Sell
360
-288
-44% -$12.5K ﹤0.01% 131
2023
Q1 		$27K Hold
648
– – 0.01% 126
2022
Q4 		$23K Buy
648
+288
+80% +$10.6K 0.01% 166
2022
Q3 		$12K Hold
360
– – ﹤0.01% 182
2022
Q2 		$13K Hold
360
– – ﹤0.01% 232
2022
Q1 		$17K Buy
+360
New +$17K ﹤0.01% 215

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
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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return