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Laidlaw Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Laidlaw 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
2025
Q1 		– Sell
-6,174
Closed -$422K – 166
2024
Q4 		$422K Buy
6,174
+1,362
+28% +$91.5K 0.18% 123
2024
Q3 		$308K Sell
4,812
-426
-8% -$26.4K 0.15% 129
2024
Q2 		$327K Hold
5,238
– – 0.18% 126
2024
Q1 		$300K Hold
5,238
– – 0.17% 140
2023
Q4 		$271K Sell
5,238
-10,308
-66% -$498K 0.1% 195
2023
Q3 		$706K Sell
15,546
-40,110
-72% -$1.89M 0.23% 106
2023
Q2 		$2.62M Sell
55,656
-2,178
-4% -$94.5K 0.51% 48
2023
Q1 		$2.4M Sell
57,834
-3,282
-5% -$128K 0.49% 55
2022
Q4 		$2.17M Sell
61,116
-13,872
-18% -$510K 0.47% 59
2022
Q3 		$2.67M Sell
74,988
-570
-0.8% -$22.9K 0.62% 41
2022
Q2 		$2.81M Buy
75,558
+7,638
+11% +$314K 0.57% 44
2022
Q1 		$3.26M Sell
67,920
-612
-0.9% -$28.9K 0.54% 46
2021
Q4 		$3.67M Buy
+68,532
New +$3.57M 0.59% 41
2021
Q1 		– Sell
-62,496
Closed -$2.64M – 368
2020
Q4 		$2.64M Buy
62,496
+27,852
+80% +$1.11M 0.56% 48
2020
Q3 		$1.31M Buy
34,644
+6
+0% +$222 0.58% 55
2020
Q2 		$1.17M Buy
34,638
+12
+0% +$369 0.61% 57
2020
Q1 		$904K Sell
34,626
-162
-0.5% -$4.85K 0.59% 63
2019
Q4 		$1.06M Buy
+34,788
New +$1M 0.67% 55

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Laidlaw Wealth Management's VUG Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 6,174 shares — an estimated $422K sold.

Laidlaw Wealth Management first reported a position in VUG in Q4 2019 and held it in 18 quarters. The position peaked at $3.67M in Q4 2021. 2,451 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 6,174 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $422K.
  • Laidlaw Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 18 quarters.
  • Laidlaw Wealth Management's Vanguard Morningstar Growth ETF position peaked at $3.67M in Q4 2021.
  • 2,451 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.