KHC
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Koesten Hirschmann & Crabtree’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Koesten Hirschmann & Crabtree’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
Q3 		– Sell
-2,238
Closed -$128K – 236
2024
Q2 		$128K Hold
2,238
– – 0.08% 40
2024
Q1 		$128K Hold
2,238
– – 0.08% 40
2023
Q4 		$116K Hold
2,238
– – 0.08% 45
2023
Q3 		$101K Hold
2,238
– – 0.08% 36
2023
Q2 		$105K Sell
2,238
-90
-4% -$3.9K 0.08% 37
2023
Q1 		$96.7K Buy
2,328
+90
+4% +$3.5K 0.07% 41
2022
Q4 		$79.4K Buy
+2,238
New +$82.3K 0.07% 45

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

Koesten Hirschmann & Crabtree's VUG Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2024, closing a stake of 2,238 shares — an estimated $128K sold.

Koesten Hirschmann & Crabtree first reported a position in VUG in Q4 2022 and held it in 7 quarters. The position peaked at $128K in Q2 2024. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 2,238 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $128K.
  • Koesten Hirschmann & Crabtree first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 7 quarters.
  • Koesten Hirschmann & Crabtree's Vanguard Morningstar Growth ETF position peaked at $128K in Q2 2024.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.