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Gunn & Company Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-3,720
Closed -$232K – 139
2024
Q2 		$232K Buy
+3,720
New +$217K 0.01% 135
2024
Q1 		– Sell
-4,236
Closed -$219K – 129
2023
Q4 		$219K Buy
+4,236
New +$204K 0.01% 125

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 $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $666B AUM 30.12% 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 $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gunn & Company Investment Management's VUG Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2024, closing a stake of 3,720 shares — an estimated $232K sold.

Gunn & Company Investment Management first reported a position in VUG in Q4 2023 and held it in 2 quarters. The position peaked at $232K in Q2 2024. 2,222 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 3,720 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $232K.
  • Gunn & Company Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Vanguard Morningstar Growth ETF position peaked at $232K in Q2 2024.
  • 2,222 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.