Exchange Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Exchange Capital 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	-3,156	Closed	-$202K	–	216
2024 Q3	$202K	Sell	3,156 -1,194	-27%	-$74K	0.03%	194
2024 Q2	$271K	Buy	+4,350	New	+$254K	0.04%	179
2018 Q4	–	Sell	-480	Closed	-$13K	–	270
2018 Q3	$13K	Hold	480	–	–	﹤0.01%	226
2018 Q2	$12K	Sell	480 -1,200	-71%	-$29.4K	﹤0.01%	214
2018 Q1	$40K	Hold	1,680	–	–	0.01%	155
2017 Q4	$39K	Hold	1,680	–	–	0.01%	156
2017 Q3	$37K	Hold	1,680	–	–	0.01%	156
2017 Q2	$36K	Hold	1,680	–	–	0.01%	143
2017 Q1	$34K	Hold	1,680	–	–	0.01%	132
2016 Q4	$31K	Hold	1,680	–	–	0.01%	112
2016 Q3	$31K	Hold	1,680	–	–	0.01%	125
2016 Q2	$30K	Buy	+1,680	New	+$29.9K	0.01%	122
2014 Q4	–	Sell	-1,806	Closed	-$30K	–	400
2014 Q3	$30K	Sell	1,806 -5,118	-74%	-$85.2K	0.01%	114
2014 Q2	$114K	Hold	6,924	–	–	0.05%	72
2014 Q1	$108K	Buy	+6,924	New	+$107K	0.05%	71

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

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

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

Exchange Capital Management's VUG Position: Q4 2024 in Review

Exchange Capital Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 3,156 shares — an estimated $202K sold.

Exchange Capital Management first reported a position in VUG in Q1 2014 and held it in 15 quarters. The position peaked at $271K in Q2 2024. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

Exchange Capital Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
Exchange Capital Management sold 3,156 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $202K.
Exchange Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2014 and held it in 15 quarters.
Exchange Capital Management's Vanguard Morningstar Growth ETF position peaked at $271K in Q2 2024.
2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Exchange Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.