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

Merriman 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
2024
Q4 		$656K Buy
9,594
+4,440
+86% +$298K 0.03% 113
2024
Q3 		$330K Sell
5,154
-912
-15% -$56.5K 0.01% 168
2024
Q2 		$379K Buy
6,066
+1,212
+25% +$70.7K 0.02% 154
2024
Q1 		$278K Buy
+4,854
New +$267K 0.01% 175
2021
Q4 		– Sell
-4,746
Closed -$229K – 236
2021
Q3 		$229K Sell
4,746
-9,000
-65% -$448K 0.02% 188
2021
Q2 		$657K Sell
13,746
-61,236
-82% -$2.78M 0.06% 142
2021
Q1 		$3.21M Sell
74,982
-1,302
-2% -$55.7K 0.37% 51
2020
Q4 		$3.22M Buy
76,284
+5,742
+8% +$229K 0.35% 57
2020
Q3 		$2.68M Buy
70,542
+180
+0.3% +$6.65K 0.4% 50
2020
Q2 		$2.37M Buy
+70,362
New +$2.16M 0.38% 49
2020
Q1 		– Sell
-137,466
Closed -$4.17M – 209
2019
Q4 		$4.17M Buy
137,466
+12
+0% +$347 0.8% 37
2019
Q3 		$3.81M Buy
137,454
+33,000
+32% +$916K 0.77% 40
2019
Q2 		$28.7K Buy
104,454
+44,988
+76% +$1.2M 0.55% 48
2019
Q1 		$1.55M Buy
+59,466
New +$1.47M 0.29% 69

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $424B AUM 22.94% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Merriman Wealth Management's VUG Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 86% in Q4 2024, buying an estimated $298K and bringing the position to 9,594 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #113.

Merriman Wealth Management first reported a position in VUG in Q1 2019 and has held it in 14 quarters since. The position peaked at $4.17M in Q4 2019. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Merriman Wealth Management held 9,594 shares of Vanguard Morningstar Growth ETF worth $656K as of Q4 2024.
  • Merriman Wealth Management bought 4,440 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $298K.
  • Vanguard Morningstar Growth ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #113 holding.
  • Merriman Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 14 quarters since.
  • Merriman Wealth Management's Vanguard Morningstar Growth ETF position peaked at $4.17M in Q4 2019.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.