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GYL Financial Synergies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

GYL Financial Synergies’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 		$332K Hold
5,190
– – 0.03% 285
2024
Q2 		$324K Sell
5,190
-444
-8% -$25.9K 0.03% 286
2024
Q1 		$323K Buy
+5,634
New +$310K 0.03% 291

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

GYL Financial Synergies's VUG Position: Q3 2024 in Review

GYL Financial Synergies held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2024 at 5,190 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #285.

GYL Financial Synergies first reported a position in VUG in Q1 2024 and has held it in 3 quarters since. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • GYL Financial Synergies held 5,190 shares of Vanguard Morningstar Growth ETF worth $332K as of Q3 2024.
  • GYL Financial Synergies left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2024.
  • Vanguard Morningstar Growth ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #285 holding.
  • GYL Financial Synergies first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.