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Platte River Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Platte River Wealth Advisors’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 		$19.4M Buy
303,204
+11,166
+4% +$692K 5.2% 4
2024
Q2 		$18.2M Buy
292,038
+10,428
+4% +$608K 5.11% 4
2024
Q1 		$16.2M Buy
281,610
+27,612
+11% +$1.52M 4.6% 4
2023
Q4 		$13.2M Buy
253,998
+24,438
+11% +$1.18M 4.36% 4
2023
Q3 		$10.4M Hold
229,560
– – 3.81% 6
2023
Q2 		$10.8M Sell
229,560
-600
-0.3% -$26K 3.79% 6
2023
Q1 		$9.57M Sell
230,160
-17,070
-7% -$664K 3.67% 6
2022
Q4 		$8.78M Sell
247,230
-42,342
-15% -$1.56M 3.71% 5
2022
Q3 		$10.3M Buy
289,572
+24,750
+9% +$995K 4.62% 5
2022
Q2 		$9.84M Sell
264,822
-17,118
-6% -$703K 4.26% 5
2022
Q1 		$13.5M Hold
281,940
– – 4.93% 4
2021
Q4 		$14.4M Sell
281,940
-7,728
-3% -$403K 4.95% 4
2021
Q3 		$14M Buy
289,668
+18,702
+7% +$931K 5.19% 3
2021
Q2 		$13M Buy
270,966
+492
+0.2% +$22.3K 4.92% 3
2021
Q1 		$12.2M Buy
270,474
+7,590
+3% +$325K 5.01% 3
2020
Q4 		$11.4M Buy
262,884
+26,292
+11% +$1.05M 4.92% 4
2020
Q3 		$8.97M Buy
236,592
+4,020
+2% +$148K 4.63% 4
2020
Q2 		$8.13M Buy
+232,572
New +$7.15M 4.49% 4
2019
Q4 		$1.67M Buy
+53,382
New +$1.54M 0.88% 32

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Platte River Wealth Advisors's VUG Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.8% in Q3 2024, buying an estimated $692K and bringing the position to 303,204 shares worth $19.4M. The position accounts for 5.2% of the portfolio, ranked #4.

Platte River Wealth Advisors first reported a position in VUG in Q4 2019 and has held it in 19 quarters since. 2,221 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Platte River Wealth Advisors held 303,204 shares of Vanguard Morningstar Growth ETF worth $19.4M as of Q3 2024.
  • Platte River Wealth Advisors bought 11,166 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $692K.
  • Vanguard Morningstar Growth ETF made up 5.2% of Platte River Wealth Advisors's portfolio in Q3 2024, its #4 holding.
  • Platte River Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • 2,221 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.