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Eudaimonia Advisors’s Vanguard Growth ETF VUG Stock Holding History

Eudaimonia Advisors’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
Q1 		$582K Buy
10,140
+570
+6% +$31.3K 0.31% 93
2023
Q4 		$496K Buy
9,570
+990
+12% +$47.8K 0.32% 91
2023
Q3 		$389K Buy
8,580
+1,176
+16% +$55.5K 0.27% 103
2023
Q2 		$349K Buy
7,404
+270
+4% +$11.7K 0.23% 112
2023
Q1 		$297K Sell
7,134
-546
-7% -$21.2K 0.2% 122
2022
Q4 		$273K Sell
7,680
-480
-6% -$17.7K 0.18% 117
2022
Q3 		$291K Hold
8,160
– – 0.2% 109
2022
Q2 		$303K Buy
+8,160
New +$335K 0.21% 113

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eudaimonia Advisors's VUG Position: Q1 2024 in Review

Eudaimonia Advisors increased its Vanguard Growth ETF (VUG) stake by 6% in Q1 2024, buying an estimated $31.3K and bringing the position to 10,140 shares worth $582K. The position accounts for 0.31% of the portfolio, ranked #93.

Eudaimonia Advisors first reported a position in VUG in Q2 2022 and has held it in 8 quarters since. 2,092 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

  • Eudaimonia Advisors held 10,140 shares of Vanguard Growth ETF worth $582K as of Q1 2024.
  • Eudaimonia Advisors bought 570 Vanguard Growth ETF shares in Q1 2024, an estimated $31.3K.
  • Vanguard Growth ETF made up 0.31% of Eudaimonia Advisors's portfolio in Q1 2024, its #93 holding.
  • Eudaimonia Advisors first reported a position in Vanguard Growth ETF in Q2 2022 and has held it in 8 quarters since.
  • 2,092 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.