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

Horan 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	$433K	Hold	7,014	–	–	0.15%	82
2024 Q4	$480K	Hold	7,014	–	–	0.16%	74
2024 Q3	$449K	Hold	7,014	–	–	0.15%	82
2024 Q2	$437K	Hold	7,014	–	–	0.15%	79
2024 Q1	$402K	Hold	7,014	–	–	0.14%	83
2023 Q4	$363K	Buy	+7,014	New	+$339K	0.13%	86
2020 Q4	–	Sell	-258	Closed	-$10K	–	278
2020 Q3	$10K	Buy	+258	New	+$9.53K	0.01%	248
2020 Q1	–	Sell	-438	Closed	-$13K	–	252
2019 Q4	$13K	Sell	438 -918	-68%	-$26.5K	0.01%	216
2019 Q3	$38K	Buy	+1,356	New	+$37.6K	0.02%	164

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Horan Capital Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2025 at 7,014 shares worth $433K. The position accounts for 0.15% of the portfolio, ranked #82.

Horan Capital Advisors first reported a position in VUG in Q3 2019 and has held it in 9 quarters since. The position peaked at $480K in Q4 2024. 2,446 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

Horan Capital Advisors held 7,014 shares of Vanguard Morningstar Growth ETF worth $433K as of Q1 2025.
Horan Capital Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2025.
Vanguard Morningstar Growth ETF made up 0.15% of Horan Capital Advisors's portfolio in Q1 2025, its #82 holding.
Horan Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 9 quarters since.
Horan Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $480K in Q4 2024.
2,446 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.