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Freedom Day Solutions’s Vanguard Growth ETF VUG Stock Holding History

Freedom Day Solutions’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
-3,078
Closed -$210K – 106
2024
Q4 		$210K Buy
+3,078
New +$207K 0.06% 98
2022
Q2 		– Sell
-5,964
Closed -$286K – 129
2022
Q1 		$286K Buy
5,964
+822
+16% +$38.9K 0.12% 106
2021
Q4 		$275K Sell
5,142
-24
-0.5% -$1.25K 0.11% 110
2021
Q3 		$250K Sell
5,166
-5,718
-53% -$285K 0.12% 108
2021
Q2 		$520K Buy
+10,884
New +$494K 0.25% 88

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Freedom Day Solutions's VUG Position: Q1 2025 in Review

Freedom Day Solutions sold out of Vanguard Growth ETF (VUG) in Q1 2025, closing a stake of 3,078 shares — an estimated $210K sold.

Freedom Day Solutions first reported a position in VUG in Q2 2021 and held it in 5 quarters. The position peaked at $520K in Q2 2021. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Freedom Day Solutions reported no remaining Vanguard Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Freedom Day Solutions sold 3,078 Vanguard Growth ETF shares in Q1 2025, an estimated $210K.
  • Freedom Day Solutions first reported a position in Vanguard Growth ETF in Q2 2021 and held it in 5 quarters.
  • Freedom Day Solutions's Vanguard Growth ETF position peaked at $520K in Q2 2021.
  • 2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

Based on Freedom Day Solutions's 13F filing for Q1 2025, filed 1 May 2025.