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Mitchell Sinkler & Starr’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mitchell Sinkler & Starr’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
-624
Closed -$42.7K – 187
2024
Q4 		$42.7K Hold
624
– – 0.01% 178
2024
Q3 		$39.9K Hold
624
– – 0.01% 180
2024
Q2 		$38.8K Hold
624
– – 0.01% 175
2024
Q1 		$35.8K Sell
624
-1,476
-70% -$81.2K 0.01% 176
2023
Q4 		$109K Buy
+2,100
New +$101K 0.02% 179

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
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

Mitchell Sinkler & Starr's VUG Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 624 shares — an estimated $42.7K sold.

Mitchell Sinkler & Starr first reported a position in VUG in Q4 2023 and held it in 5 quarters. The position peaked at $109K in Q4 2023. 2,450 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 624 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $42.7K.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and held it in 5 quarters.
  • Mitchell Sinkler & Starr's Vanguard Morningstar Growth ETF position peaked at $109K in Q4 2023.
  • 2,450 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.