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Fort Pitt Capital Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fort Pitt Capital Group’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 		$1.28M Buy
19,932
+282
+1% +$17.5K 0.04% 76
2024
Q2 		$1.22M Buy
19,650
+354
+2% +$20.6K 0.04% 74
2024
Q1 		$1.11M Sell
19,296
-774
-4% -$42.6K 0.03% 76
2023
Q4 		$1.04M Sell
20,070
-240
-1% -$11.6K 0.03% 81
2023
Q3 		$922K Sell
20,310
-810
-4% -$38.3K 0.03% 78
2023
Q2 		$996K Buy
21,120
+1,050
+5% +$45.5K 0.04% 75
2023
Q1 		$834K Sell
20,070
-2,976
-13% -$116K 0.03% 80
2022
Q4 		$819K Hold
23,046
– – 0.03% 88
2022
Q3 		$822K Sell
23,046
-174
-0.7% -$6.99K 0.04% 80
2022
Q2 		$863K Buy
23,220
+2,424
+12% +$99.6K 0.04% 84
2022
Q1 		$997K Hold
20,796
– – 0.04% 82
2021
Q4 		$1.11M Hold
20,796
– – 0.04% 82
2021
Q3 		$1.01M Sell
20,796
-5,502
-21% -$274K 0.04% 80
2021
Q2 		$1.26M Buy
26,298
+2,586
+11% +$117K 0.05% 88
2021
Q1 		$1.02M Sell
23,712
-3,048
-11% -$130K 0.05% 80
2020
Q4 		$1.13M Hold
26,760
– – 0.05% 80
2020
Q3 		$1.01M Sell
26,760
-2,586
-9% -$95.5K 0.06% 82
2020
Q2 		$989K Buy
29,346
+6
+0% +$185 0.06% 97
2020
Q1 		$766K Buy
29,340
+2,580
+10% +$77.3K 0.05% 103
2019
Q4 		$812K Buy
26,760
+2,424
+10% +$70K 0.05% 97
2019
Q3 		$674K Sell
24,336
-7,800
-24% -$216K 0.04% 98
2019
Q2 		$875K Buy
+32,136
New +$858K 0.06% 76

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fort Pitt Capital Group's VUG Position: Q3 2024 in Review

Fort Pitt Capital Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q3 2024, buying an estimated $17.5K and bringing the position to 19,932 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #76.

Fort Pitt Capital Group first reported a position in VUG in Q2 2019 and has held it in 22 quarters since. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Fort Pitt Capital Group held 19,932 shares of Vanguard Morningstar Growth ETF worth $1.28M as of Q3 2024.
  • Fort Pitt Capital Group bought 282 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $17.5K.
  • Vanguard Morningstar Growth ETF made up 0.04% of Fort Pitt Capital Group's portfolio in Q3 2024, its #76 holding.
  • Fort Pitt Capital Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 22 quarters since.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.