Householder Group Estate & Retirement Specialist’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1K	Sell	24 -12,054	-100%	-$810K	﹤0.01%	531
2024 Q3	$773K	Sell	12,078 -4,710	-28%	-$292K	0.23%	95
2024 Q2	$1.05M	Sell	16,788 -2,814	-14%	-$164K	0.29%	76
2024 Q1	$1.12M	Sell	19,602 -4,542	-19%	-$250K	0.33%	63
2023 Q4	$1.25M	Buy	24,144 +678	+3%	+$32.7K	0.41%	48
2023 Q3	$1.07M	Buy	+23,466	New	+$1.11M	0.38%	56
2023 Q1	$1.18M	Buy	+28,464	New	+$1.11M	0.45%	49
2022 Q4	–	Sell	-28,842	Closed	-$1.03M	–	1145
2022 Q3	$1.03M	Buy	28,842 +10,746	+59%	+$432K	0.42%	54
2022 Q2	$672K	Buy	18,096 +516	+3%	+$21.2K	0.3%	77
2022 Q1	$843K	Buy	17,580 +774	+5%	+$36.6K	0.34%	77
2021 Q4	$899K	Buy	+16,806	New	+$875K	0.33%	84

Other funds holding VUG

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 22.94% 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 $377B AUM 19.32% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VUG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Morningstar Growth ETF (VUG) stake by 100% in Q4 2024, selling an estimated $810K and leaving 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Householder Group Estate & Retirement Specialist first reported a position in VUG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2023. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 24 shares of Vanguard Morningstar Growth ETF worth $1K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 12,054 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $810K.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #531 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Morningstar Growth ETF position peaked at $1.25M in Q4 2023.
2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.