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Imprint Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Imprint Wealth’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 		$4.19M Buy
72,978
+61,602
+542% +$3.39M 1.02% 17
2023
Q4 		$589K Sell
11,376
-408
-3% -$19.7K 0.47% 66
2023
Q3 		$535K Buy
11,784
+1,050
+10% +$49.6K 0.45% 64
2023
Q2 		$506K Buy
10,734
+3,300
+44% +$143K 0.32% 86
2023
Q1 		$309K Buy
+7,434
New +$289K 0.2% 125

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Imprint Wealth's VUG Position: Q1 2024 in Review

Imprint Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 542% in Q1 2024, buying an estimated $3.39M and bringing the position to 72,978 shares worth $4.19M. The position accounts for 1.02% of the portfolio, ranked #17.

Imprint Wealth first reported a position in VUG in Q1 2023 and has held it in 5 quarters since. 2,097 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

  • Imprint Wealth held 72,978 shares of Vanguard Morningstar Growth ETF worth $4.19M as of Q1 2024.
  • Imprint Wealth bought 61,602 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $3.39M.
  • Vanguard Morningstar Growth ETF made up 1.02% of Imprint Wealth's portfolio in Q1 2024, its #17 holding.
  • Imprint Wealth first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 5 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.