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Dynasty Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Dynasty 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
-2,514,636
Closed -$22.2M – 271
2024
Q3 		$22.2M Buy
+2,514,636
New +$156M 0.67% 26

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Dynasty Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 2,514,636 shares — an estimated $22.2M sold.

Dynasty Wealth Management first reported a position in VUG in Q3 2024 and held it in 1 quarter. The position peaked at $22.2M in Q3 2024. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Dynasty Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 2,514,636 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $22.2M.
  • Dynasty Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's Vanguard Morningstar Growth ETF position peaked at $22.2M in Q3 2024.
  • 2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.