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Hart & Patterson Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hart & Patterson Financial Group’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 		$3.98M Sell
58,206
-2,148
-4% -$144K 1.94% 21
2024
Q3 		$3.86M Buy
60,354
+1,326
+2% +$82.2K 1.83% 21
2024
Q2 		$3.68M Sell
59,028
-2,730
-4% -$159K 1.82% 20
2024
Q1 		$3.54M Sell
61,758
-3,588
-5% -$197K 1.75% 20
2023
Q4 		$3.39M Buy
+65,346
New +$3.15M 1.76% 18

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Hart & Patterson Financial Group's VUG Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q4 2024, selling an estimated $144K and leaving 58,206 shares worth $3.98M. The position accounts for 1.94% of the portfolio, ranked #21.

Hart & Patterson Financial Group first reported a position in VUG in Q4 2023 and has held it in 5 quarters since. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Hart & Patterson Financial Group held 58,206 shares of Vanguard Morningstar Growth ETF worth $3.98M as of Q4 2024.
  • Hart & Patterson Financial Group sold 2,148 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $144K.
  • Vanguard Morningstar Growth ETF made up 1.94% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #21 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.