FMI
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F/M Investments’s Vanguard Growth ETF VUG Stock Holding History

F/M Investments’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
-6,120
Closed -$392K – 417
2024
Q3 		$392K Sell
6,120
-22,380
-79% -$1.39M 0.01% 297
2024
Q2 		$1.78M Buy
+28,500
New +$1.66M 0.06% 217

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

F/M Investments's VUG Position: Q4 2024 in Review

F/M Investments sold out of Vanguard Growth ETF (VUG) in Q4 2024, closing a stake of 6,120 shares — an estimated $392K sold.

F/M Investments first reported a position in VUG in Q2 2024 and held it in 2 quarters. The position peaked at $1.78M in Q2 2024. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • F/M Investments reported no remaining Vanguard Growth ETF position as of Q4 2024 after selling out during the quarter.
  • F/M Investments sold 6,120 Vanguard Growth ETF shares in Q4 2024, an estimated $392K.
  • F/M Investments first reported a position in Vanguard Growth ETF in Q2 2024 and held it in 2 quarters.
  • F/M Investments's Vanguard Growth ETF position peaked at $1.78M in Q2 2024.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on F/M Investments's 13F filing for Q4 2024, filed 13 Feb 2025.