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Maiden Cove Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Maiden Cove Capital’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 		$346K Hold
5,058
– – 0.53% 47
2024
Q3 		$324K Sell
5,058
-300
-6% -$18.6K 0.5% 46
2024
Q2 		$307K Buy
+5,358
New +$312K 0.67% 37

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 22.96% 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

Maiden Cove Capital's VUG Position: Q4 2024 in Review

Maiden Cove Capital held its Vanguard Morningstar Growth ETF (VUG) position steady in Q4 2024 at 5,058 shares worth $346K. The position accounts for 0.53% of the portfolio, ranked #47.

Maiden Cove Capital first reported a position in VUG in Q2 2024 and has held it in 3 quarters since. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Maiden Cove Capital held 5,058 shares of Vanguard Morningstar Growth ETF worth $346K as of Q4 2024.
  • Maiden Cove Capital left its Vanguard Morningstar Growth ETF share count unchanged in Q4 2024.
  • Vanguard Morningstar Growth ETF made up 0.53% of Maiden Cove Capital's portfolio in Q4 2024, its #47 holding.
  • Maiden Cove Capital first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.