FFT Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FFT Wealth 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
2025 Q1	–	Sell	-7,950	Closed	-$544K	–	197
2024 Q4	$544K	Buy	7,950 +1,032	+15%	+$69.3K	0.04%	90
2024 Q3	$443K	Hold	6,918	–	–	0.03%	96
2024 Q2	$431K	Sell	6,918 -306	-4%	-$17.8K	0.04%	86
2024 Q1	$414K	Sell	7,224 -24	-0.3%	-$1.32K	0.04%	85
2023 Q4	$376K	Buy	7,248 +750	+12%	+$36.2K	0.03%	73
2023 Q3	$295K	Hold	6,498	–	–	0.04%	64
2023 Q2	$306K	Buy	+6,498	New	+$282K	0.04%	70

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

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

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

FFT Wealth Management's VUG Position: Q1 2025 in Review

FFT Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 7,950 shares — an estimated $544K sold.

FFT Wealth Management first reported a position in VUG in Q2 2023 and held it in 7 quarters. The position peaked at $544K in Q4 2024. 2,450 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

FFT Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 7,950 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $544K.
FFT Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and held it in 7 quarters.
FFT Wealth Management's Vanguard Morningstar Growth ETF position peaked at $544K in Q4 2024.
2,450 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.