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Main Street Research’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Main Street Research’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
-4,158
Closed -$260K – 116
2024
Q2 		$260K Buy
+4,158
New +$242K 0.02% 83
2022
Q1 		– Sell
-4,698
Closed -$251K – 156
2021
Q4 		$251K Sell
4,698
-960
-17% -$50K 0.02% 124
2021
Q3 		$274K Sell
5,658
-1,944
-26% -$96.7K 0.02% 114
2021
Q2 		$363K Buy
+7,602
New +$345K 0.03% 98

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
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

Main Street Research's VUG Position: Q3 2024 in Review

Main Street Research sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2024, closing a stake of 4,158 shares — an estimated $260K sold.

Main Street Research first reported a position in VUG in Q2 2021 and held it in 4 quarters. The position peaked at $363K in Q2 2021. 2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Main Street Research reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Main Street Research sold 4,158 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $260K.
  • Main Street Research first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and held it in 4 quarters.
  • Main Street Research's Vanguard Morningstar Growth ETF position peaked at $363K in Q2 2021.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Main Street Research's 13F filing for Q3 2024, filed 12 Nov 2024.