Janiczek Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Janiczek Wealth 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 Q2	$357K	Hold	5,724	–	–	0.07%	109
2024 Q1	$328K	Buy	5,724 +4,980	+669%	+$274K	0.07%	119
2023 Q4	$38.5K	Sell	744 -102	-12%	-$4.92K	0.01%	433
2023 Q3	$38.4K	Buy	846 +144	+21%	+$6.8K	0.01%	401
2023 Q2	$33.1K	Hold	702	–	–	0.01%	377
2023 Q1	$29.1K	Sell	702 -54	-7%	-$2.1K	0.01%	391
2022 Q4	$28.2K	Hold	756	–	–	0.01%	400
2022 Q3	$27K	Hold	756	–	–	0.01%	407
2022 Q2	$32K	Hold	756	–	–	0.01%	384
2022 Q1	$36K	Hold	756	–	–	0.01%	365
2021 Q4	$40K	Hold	756	–	–	0.01%	354
2021 Q3	$37K	Hold	756	–	–	0.01%	344
2021 Q2	$36K	Sell	756 -264	-26%	-$12K	0.01%	316
2021 Q1	$44K	Hold	1,020	–	–	0.02%	256
2020 Q4	$43K	Sell	1,020 -222	-18%	-$8.86K	0.02%	229
2020 Q3	$47K	Hold	1,242	–	–	0.03%	103
2020 Q2	$42K	Buy	1,242 +294	+31%	+$9.04K	0.02%	93
2020 Q1	$25K	Sell	948 -240	-20%	-$7.19K	0.01%	82
2019 Q4	$36K	Hold	1,188	–	–	0.02%	76
2019 Q3	$33K	Hold	1,188	–	–	0.02%	77
2019 Q2	$32K	Hold	1,188	–	–	0.02%	79
2019 Q1	$31K	Hold	1,188	–	–	0.01%	85
2018 Q4	$27K	Buy	+1,188	New	+$28.8K	0.01%	89

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 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

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

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

Janiczek Wealth Management's VUG Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Growth ETF (VUG) position steady in Q2 2024 at 5,724 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #109.

Janiczek Wealth Management first reported a position in VUG in Q4 2018 and has held it in 23 quarters since. 2,154 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

Janiczek Wealth Management held 5,724 shares of Vanguard Growth ETF worth $357K as of Q2 2024.
Janiczek Wealth Management left its Vanguard Growth ETF share count unchanged in Q2 2024.
Vanguard Growth ETF made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #109 holding.
Janiczek Wealth Management first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 23 quarters since.
2,154 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.