Cyrus J. Lawrence’s Vanguard Morningstar 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	$16K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Cyrus J. Lawrence's VUG Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 1,746 shares — an estimated $119K sold.

Cyrus J. Lawrence first reported a position in VUG in Q1 2022 and held it in 11 quarters. The position peaked at $119K in Q4 2024. 2,450 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

Cyrus J. Lawrence reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 1,746 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $119K.
Cyrus J. Lawrence first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's Vanguard Morningstar Growth ETF position peaked at $119K in Q4 2024.
2,450 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.