JMAC Enterprises’s Vanguard Morningstar Growth ETF VUG Stock Holding History

JMAC Enterprises’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	–	Sell	-34,758	Closed	-$2.38M	–	170
2024 Q4	$2.38M	Buy	34,758 +360	+1%	+$24.2K	0.37%	67
2024 Q3	$2.2M	Buy	34,398 +750	+2%	+$46.5K	0.35%	72
2024 Q2	$2.1M	Buy	33,648 +816	+2%	+$47.6K	0.37%	69
2024 Q1	$1.88M	Buy	32,832 +2,544	+8%	+$140K	0.35%	70
2023 Q4	$1.57M	Buy	30,288 +456	+2%	+$22K	0.34%	76
2023 Q3	$1.35M	Buy	29,832 +1,452	+5%	+$68.6K	0.33%	77
2023 Q2	$1.34M	Buy	28,380 +4,572	+19%	+$198K	0.33%	77
2023 Q1	$990K	Buy	+23,808	New	+$926K	0.25%	89

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JMAC Enterprises's VUG Position: Q1 2025 in Review

JMAC Enterprises sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 34,758 shares — an estimated $2.38M sold.

JMAC Enterprises first reported a position in VUG in Q1 2023 and held it in 8 quarters. The position peaked at $2.38M in Q4 2024. 2,450 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

JMAC Enterprises reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
JMAC Enterprises sold 34,758 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $2.38M.
JMAC Enterprises first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and held it in 8 quarters.
JMAC Enterprises's Vanguard Morningstar Growth ETF position peaked at $2.38M in Q4 2024.
2,450 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.