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Pitcairn’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Pitcairn’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 		– Sell
-7,650
Closed -$490K – 742
2024
Q3 		$490K Buy
+7,650
New +$474K 0.03% 454
2021
Q2 		– Sell
-5,286
Closed -$226K – 632
2021
Q1 		$226K Hold
5,286
– – 0.02% 562
2020
Q4 		$223K Hold
5,286
– – 0.02% 531
2020
Q3 		$201K Sell
5,286
-1,380
-21% -$51K 0.02% 492
2020
Q2 		$225K Buy
+6,666
New +$205K 0.02% 432
2020
Q1 		– Sell
-6,666
Closed -$202K – 551
2019
Q4 		$202K Buy
+6,666
New +$193K 0.02% 528

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

Pitcairn's VUG Position: Q4 2024 in Review

Pitcairn sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 7,650 shares — an estimated $490K sold.

Pitcairn first reported a position in VUG in Q4 2019 and held it in 6 quarters. The position peaked at $490K in Q3 2024. 2,506 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Pitcairn reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Pitcairn sold 7,650 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $490K.
  • Pitcairn first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 6 quarters.
  • Pitcairn's Vanguard Morningstar Growth ETF position peaked at $490K in Q3 2024.
  • 2,506 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Pitcairn's 13F filing for Q4 2024, filed 12 Feb 2025.