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SpiderRock Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

SpiderRock 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 		$845K Buy
13,200
+9,600
+267% +$595K 0.01% 506
2024
Q2 		$224K Buy
+3,600
New +$210K ﹤0.01% 719

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

SpiderRock Advisors's VUG Position: Q3 2024 in Review

SpiderRock Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 96% in Q3 2024, buying an estimated $1.14M and bringing the position to 37,524 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #282.

SpiderRock Advisors first reported a position in VUG in Q1 2024 and has held it in 3 quarters since. 2,221 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • SpiderRock Advisors held 37,524 shares of Vanguard Morningstar Growth ETF worth $2.4M as of Q3 2024.
  • SpiderRock Advisors bought 18,408 Vanguard Morningstar Growth ETF shares in Q3 2024, an estimated $1.14M.
  • Vanguard Morningstar Growth ETF made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #282 holding.
  • SpiderRock Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,221 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.