Granger Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Granger 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
2024 Q4	–	Sell	-3,300	Closed	-$211K	–	21
2024 Q3	$211K	Sell	3,300 -6	-0.2%	-$372	0.04%	22
2024 Q2	$206K	Buy	+3,306	New	+$193K	0.03%	22
2024 Q1	–	Sell	-9,618	Closed	-$498K	–	28
2023 Q4	$498K	Hold	9,618	–	–	0.18%	22
2023 Q3	$436K	Hold	9,618	–	–	0.18%	16
2023 Q2	$454K	Sell	9,618 -3,018	-24%	-$131K	0.19%	15
2023 Q1	$525K	Hold	12,636	–	–	0.23%	14
2022 Q4	$449K	Hold	12,636	–	–	0.2%	18
2022 Q3	$451K	Hold	12,636	–	–	0.14%	20
2022 Q2	$470K	Hold	12,636	–	–	0.16%	24
2022 Q1	$606K	Sell	12,636 -48	-0.4%	-$2.27K	0.16%	26
2021 Q4	$679K	Hold	12,684	–	–	0.11%	23
2021 Q3	$615K	Hold	12,684	–	–	0.11%	23
2021 Q2	$606K	Hold	12,684	–	–	0.12%	24
2021 Q1	$543K	Hold	12,684	–	–	0.08%	25
2020 Q4	$536K	Buy	+12,684	New	+$506K	0.07%	28

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

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

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

Granger Management's VUG Position: Q4 2024 in Review

Granger Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 3,300 shares — an estimated $211K sold.

Granger Management first reported a position in VUG in Q4 2020 and held it in 15 quarters. The position peaked at $679K in Q4 2021. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

Granger Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
Granger Management sold 3,300 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $211K.
Granger Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 15 quarters.
Granger Management's Vanguard Morningstar Growth ETF position peaked at $679K in Q4 2021.
2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Granger Management's 13F filing for Q4 2024, filed 17 Jan 2025.