LJAC
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L.J. Altfest & Co’s Vanguard Growth ETF VUG Stock Holding History

L.J. Altfest & Co’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
-4,602
Closed -$315K – 367
2024
Q4 		$315K Hold
4,602
– – 0.04% 262
2024
Q3 		$295K Buy
+4,602
New +$285K 0.04% 279

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

L.J. Altfest & Co's VUG Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Vanguard Growth ETF (VUG) in Q1 2025, closing a stake of 4,602 shares — an estimated $315K sold.

L.J. Altfest & Co first reported a position in VUG in Q3 2024 and held it in 2 quarters. The position peaked at $315K in Q4 2024. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • L.J. Altfest & Co reported no remaining Vanguard Growth ETF position as of Q1 2025 after selling out during the quarter.
  • L.J. Altfest & Co sold 4,602 Vanguard Growth ETF shares in Q1 2025, an estimated $315K.
  • L.J. Altfest & Co first reported a position in Vanguard Growth ETF in Q3 2024 and held it in 2 quarters.
  • L.J. Altfest & Co's Vanguard Growth ETF position peaked at $315K in Q4 2024.
  • 2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.