GCAC
VUG icon

Guardian Capital Advisors (Canada)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Guardian Capital Advisors (Canada)’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 		$16.8M Buy
266,700
+7,980
+3% +$495K 1.66% 12
2024
Q2 		$16.9M Sell
258,720
-46,680
-15% -$2.72M 1.8% 13
2024
Q1 		$16.9M Buy
305,400
+129,000
+73% +$7.09M 1.82% 12
2023
Q4 		$9.05M Hold
176,400
– – 0.94% 37
2023
Q3 		$8.31M Buy
+176,400
New +$8.33M 0.93% 36

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

Guardian Capital Advisors (Canada)'s VUG Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.1% in Q3 2024, buying an estimated $495K and bringing the position to 266,700 shares worth $16.8M. The position accounts for 1.66% of the portfolio, ranked #12.

Guardian Capital Advisors (Canada) first reported a position in VUG in Q3 2023 and has held it in 5 quarters since. The position peaked at $16.9M in Q2 2024. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 266,700 shares of Vanguard Morningstar Growth ETF worth $16.8M as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 7,980 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $495K.
  • Vanguard Morningstar Growth ETF made up 1.66% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #12 holding.
  • Guardian Capital Advisors (Canada) first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • Guardian Capital Advisors (Canada)'s Vanguard Morningstar Growth ETF position peaked at $16.9M in Q2 2024.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.