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Hardy Reed’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hardy Reed’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
-21,480
Closed -$1.34M – 250
2024
Q2 		$1.34M Hold
21,480
– – 0.13% 78
2024
Q1 		$1.23M Hold
21,480
– – 0.15% 41
2023
Q4 		$1.11M Hold
21,480
– – 0.15% 42
2023
Q3 		$975K Hold
21,480
– – 0.18% 38
2023
Q2 		$1.01M Sell
21,480
-59,796
-74% -$2.59M 0.18% 35
2023
Q1 		$3.38M Hold
81,276
– – 0.59% 23
2022
Q4 		$2.89M Buy
81,276
+59,796
+278% +$2.2M 0.55% 24
2022
Q3 		$766K Hold
21,480
– – 0.17% 36
2022
Q2 		$798K Hold
21,480
– – 0.17% 33
2022
Q1 		$1.03M Sell
21,480
-137,796
-87% -$6.52M 0.19% 29
2021
Q4 		$8.52M Hold
159,276
– – 1.4% 13
2021
Q3 		$7.7M Sell
159,276
-20,100
-11% -$1M 1.37% 14
2021
Q2 		$8.57M Sell
179,376
-13,800
-7% -$627K 1.53% 13
2021
Q1 		$8.28M Hold
193,176
– – 1.59% 13
2020
Q4 		$8.16M Sell
193,176
-6,000
-3% -$239K 1.7% 11
2020
Q3 		$7.56M Hold
199,176
– – 1.89% 11
2020
Q2 		$6.71M Hold
199,176
– – 2.38% 10
2020
Q1 		$5.2M Hold
199,176
– – 2.38% 10
2019
Q4 		$6.05M Buy
199,176
+5,574
+3% +$161K 2.25% 11
2019
Q3 		$5.37M Buy
193,602
+4,140
+2% +$115K 2.14% 12
2019
Q2 		$5.16M Sell
189,462
-5,262
-3% -$141K 2.03% 12
2019
Q1 		$5.08M Sell
194,724
-9,210
-5% -$227K 1.86% 12
2018
Q4 		$4.57M Buy
+203,934
New +$4.94M 1.87% 13

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

Hardy Reed's VUG Position: Q3 2024 in Review

Hardy Reed sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2024, closing a stake of 21,480 shares — an estimated $1.34M sold.

Hardy Reed first reported a position in VUG in Q4 2018 and held it in 23 quarters. The position peaked at $8.57M in Q2 2021. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Hardy Reed reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Hardy Reed sold 21,480 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $1.34M.
  • Hardy Reed first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and held it in 23 quarters.
  • Hardy Reed's Vanguard Morningstar Growth ETF position peaked at $8.57M in Q2 2021.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Hardy Reed's 13F filing for Q3 2024, filed 13 Nov 2024.