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Family Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Family Asset 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
Q3 		$2.3K Hold
36
– – ﹤0.01% 197
2024
Q2 		$2.24K Hold
36
– – ﹤0.01% 197
2024
Q1 		$2.06K Buy
36
+18
+100% +$990 ﹤0.01% 178
2023
Q4 		$933 Hold
18
– – ﹤0.01% 180
2023
Q3 		$817 Sell
18
-3,384
-99% -$160K ﹤0.01% 173
2023
Q2 		$160K Buy
+3,402
New +$148K 0.11% 112

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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

Family Asset Management's VUG Position: Q3 2024 in Review

Family Asset Management held its Vanguard Growth ETF (VUG) position steady in Q3 2024 at 36 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Family Asset Management first reported a position in VUG in Q2 2023 and has held it in 6 quarters since. The position peaked at $160K in Q2 2023. 2,220 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Family Asset Management held 36 shares of Vanguard Growth ETF worth $2.3K as of Q3 2024.
  • Family Asset Management left its Vanguard Growth ETF share count unchanged in Q3 2024.
  • Vanguard Growth ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #197 holding.
  • Family Asset Management first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 6 quarters since.
  • Family Asset Management's Vanguard Growth ETF position peaked at $160K in Q2 2023.
  • 2,220 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.