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Hibernia Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Hibernia Wealth Partners’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 		– Sell
-7,908
Closed -$506K – 122
2024
Q3 		$506K Buy
+7,908
New +$490K 0.15% 61
2024
Q2 		– Sell
-3,522
Closed -$202K – 119
2024
Q1 		$202K Buy
+3,522
New +$194K 0.14% 82
2023
Q4 		– Sell
-654
Closed -$29.7K – 331
2023
Q3 		$29.7K Buy
+654
New +$30.9K 0.02% 111

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 $1.6B AUM 20.7% 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 $374B AUM 17.66% 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

Hibernia Wealth Partners's VUG Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of Vanguard Growth ETF (VUG) in Q4 2024, closing a stake of 7,908 shares — an estimated $506K sold.

Hibernia Wealth Partners first reported a position in VUG in Q3 2023 and held it in 3 quarters. The position peaked at $506K in Q3 2024. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Hibernia Wealth Partners reported no remaining Vanguard Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Hibernia Wealth Partners sold 7,908 Vanguard Growth ETF shares in Q4 2024, an estimated $506K.
  • Hibernia Wealth Partners first reported a position in Vanguard Growth ETF in Q3 2023 and held it in 3 quarters.
  • Hibernia Wealth Partners's Vanguard Growth ETF position peaked at $506K in Q3 2024.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.