Freedom Day Solutions’s Vanguard Morningstar 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 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

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

Freedom Day Solutions sold out of Vanguard Morningstar 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. 2,450 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

Freedom Day Solutions reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
Freedom Day Solutions sold 3,078 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $210K.
Freedom Day Solutions first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and held it in 5 quarters.
Freedom Day Solutions's Vanguard Morningstar Growth ETF position peaked at $520K in Q2 2021.
2,450 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

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