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Heck Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-4,308
Closed -$295K – 778
2024
Q4 		$295K Buy
+4,308
New +$289K 0.01% 232
2024
Q2 		– Sell
-1,788
Closed -$103K – 209
2024
Q1 		$103K Buy
1,788
+144
+9% +$7.92K 0.02% 146
2023
Q4 		$85.2K Buy
+1,644
New +$79.4K 0.01% 143

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Heck Capital Advisors's VUG Position: Q1 2025 in Review

Heck Capital Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 4,308 shares — an estimated $295K sold.

Heck Capital Advisors first reported a position in VUG in Q4 2023 and held it in 3 quarters. The position peaked at $295K in Q4 2024. 2,451 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Heck Capital Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 4,308 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $295K.
  • Heck Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 3 quarters.
  • Heck Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $295K in Q4 2024.
  • 2,451 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.