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

Fiat 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
2023 Q4	$210K	Buy	+4,050	New	+$195K	2.66%	11

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiat Wealth Management's VUG Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2023: 4,050 shares worth $210K. The stake represents 2.66% of the portfolio and ranks #11 among its holdings.

2,042 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

Fiat Wealth Management held 4,050 shares of Vanguard Morningstar Growth ETF worth $210K as of Q4 2023.
Vanguard Morningstar Growth ETF was a new Fiat Wealth Management position in Q4 2023.
Vanguard Morningstar Growth ETF made up 2.66% of Fiat Wealth Management's portfolio in Q4 2023, its #11 holding.
2,042 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.