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Sanctuary Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Sanctuary 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 		$3.15M Buy
46,062
+20,742
+82% +$1.39M 2.08% 15
2024
Q3 		$1.62M Buy
25,320
+8,646
+52% +$536K 1.16% 19
2024
Q2 		$1.04M Buy
16,674
+5,232
+46% +$305K 0.79% 24
2024
Q1 		$656K Buy
+11,442
New +$629K 0.53% 26

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 $1.6B AUM 20.7% 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
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

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

Sanctuary Wealth Management increased its Vanguard Growth ETF (VUG) stake by 82% in Q4 2024, buying an estimated $1.39M and bringing the position to 46,062 shares worth $3.15M. The position accounts for 2.08% of the portfolio, ranked #15.

Sanctuary Wealth Management first reported a position in VUG in Q1 2024 and has held it in 4 quarters since. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Sanctuary Wealth Management held 46,062 shares of Vanguard Growth ETF worth $3.15M as of Q4 2024.
  • Sanctuary Wealth Management bought 20,742 Vanguard Growth ETF shares in Q4 2024, an estimated $1.39M.
  • Vanguard Growth ETF made up 2.08% of Sanctuary Wealth Management's portfolio in Q4 2024, its #15 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

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