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Ehrlich Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Ehrlich Financial Group’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
-8,502
Closed -$582K – 121
2024
Q4 		$582K Buy
+8,502
New +$571K 0.41% 48

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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Ehrlich Financial Group's VUG Position: Q1 2025 in Review

Ehrlich Financial Group sold out of Vanguard Growth ETF (VUG) in Q1 2025, closing a stake of 8,502 shares — an estimated $582K sold.

Ehrlich Financial Group first reported a position in VUG in Q4 2024 and held it in 1 quarter. The position peaked at $582K in Q4 2024. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Ehrlich Financial Group reported no remaining Vanguard Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 8,502 Vanguard Growth ETF shares in Q1 2025, an estimated $582K.
  • Ehrlich Financial Group first reported a position in Vanguard Growth ETF in Q4 2024 and held it in 1 quarter.
  • Ehrlich Financial Group's Vanguard Growth ETF position peaked at $582K in Q4 2024.
  • 2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

Based on Ehrlich Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.