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Highlander Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Highlander Capital Management’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
Q1 		$348K Buy
6,066
+384
+7% +$21.1K 0.12% 141
2023
Q4 		$294K Hold
5,682
– – 0.1% 155
2023
Q3 		$258K Buy
+5,682
New +$268K 0.1% 157

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Highlander Capital Management's VUG Position: Q1 2024 in Review

Highlander Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 6.8% in Q1 2024, buying an estimated $21.1K and bringing the position to 6,066 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #141.

Highlander Capital Management first reported a position in VUG in Q3 2023 and has held it in 3 quarters since. 2,093 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

  • Highlander Capital Management held 6,066 shares of Vanguard Morningstar Growth ETF worth $348K as of Q1 2024.
  • Highlander Capital Management bought 384 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $21.1K.
  • Vanguard Morningstar Growth ETF made up 0.12% of Highlander Capital Management's portfolio in Q1 2024, its #141 holding.
  • Highlander Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 3 quarters since.
  • 2,093 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.