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Kiely Wealth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kiely Wealth Advisory Group’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 		$35.1K Hold
498
– – 0.02% 132
2024
Q3 		$34K Hold
498
– – 0.02% 138
2024
Q2 		$29.1K Hold
498
– – 0.02% 133
2024
Q1 		$27.9K Hold
498
– – 0.02% 124
2023
Q4 		$26.9K Buy
+498
New +$24K 0.02% 124

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Kiely Wealth Advisory Group's VUG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Vanguard Morningstar Growth ETF (VUG) position steady in Q4 2024 at 498 shares worth $35.1K. The position accounts for 0.02% of the portfolio, ranked #132.

Kiely Wealth Advisory Group first reported a position in VUG in Q4 2023 and has held it in 5 quarters since. 2,507 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Kiely Wealth Advisory Group held 498 shares of Vanguard Morningstar Growth ETF worth $35.1K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard Morningstar Growth ETF share count unchanged in Q4 2024.
  • Vanguard Morningstar Growth ETF made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #132 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.