E.S. Barr & Co’s Vanguard Growth ETF VUG Stock Holding History

E.S. Barr & Co’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	-3,150	Closed	-$202K	–	112
2024 Q3	$202K	Buy	+3,150	New	+$195K	0.01%	104

Other funds holding VUG

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

E.S. Barr & Co's VUG Position: Q4 2024 in Review

E.S. Barr & Co sold out of Vanguard Growth ETF (VUG) in Q4 2024, closing a stake of 3,150 shares — an estimated $202K sold.

E.S. Barr & Co first reported a position in VUG in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

E.S. Barr & Co reported no remaining Vanguard Growth ETF position as of Q4 2024 after selling out during the quarter.
E.S. Barr & Co sold 3,150 Vanguard Growth ETF shares in Q4 2024, an estimated $202K.
E.S. Barr & Co first reported a position in Vanguard Growth ETF in Q3 2024 and held it in 1 quarter.
E.S. Barr & Co's Vanguard Growth ETF position peaked at $202K in Q3 2024.
2,501 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on E.S. Barr & Co's 13F filing for Q4 2024, filed 13 Feb 2025.