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

Sugarloaf 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 		$1.55M Sell
22,614
-1,980
-8% -$133K 0.29% 42
2024
Q3 		$1.57M Buy
24,594
+1,788
+8% +$111K 0.3% 43
2024
Q2 		$1.42M Buy
22,806
+1,566
+7% +$91.3K 0.29% 44
2024
Q1 		$1.22M Buy
21,240
+1,236
+6% +$68K 0.25% 48
2023
Q4 		$1.04M Buy
20,004
+15,198
+316% +$734K 0.25% 50
2023
Q3 		$218K Sell
4,806
-150
-3% -$7.08K 0.06% 116
2023
Q2 		$234K Buy
4,956
+6
+0.1% +$260 0.05% 114
2023
Q1 		$206K Hold
4,950
– – 0.05% 128
2022
Q4 		$176K Sell
4,950
-36
-0.7% -$1.32K 0.04% 139
2022
Q3 		$178K Sell
4,986
-96
-2% -$3.86K 0.05% 136
2022
Q2 		$189K Sell
5,082
-1,218
-19% -$50K 0.05% 127
2022
Q1 		$302K Buy
6,300
+714
+13% +$33.8K 0.07% 94
2021
Q4 		$299K Sell
5,586
-144
-3% -$7.5K 0.07% 103
2021
Q3 		$277K Buy
5,730
+6
+0.1% +$299 0.07% 106
2021
Q2 		$274K Sell
5,724
-1,098
-16% -$49.9K 0.07% 102
2021
Q1 		$255 Buy
6,822
+876
+15% +$37.5K 0.08% 101
2020
Q4 		$251K Hold
5,946
– – 0.08% 100
2020
Q3 		$226K Sell
5,946
-300
-5% -$11.1K 0.08% 103
2020
Q2 		$210K Sell
6,246
-150
-2% -$4.61K 0.08% 105
2020
Q1 		$167K Hold
6,396
– – 0.07% 112
2019
Q4 		$194K Buy
+6,396
New +$185K 0.08% 119

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

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

Sugarloaf Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 8.1% in Q4 2024, selling an estimated $133K and leaving 22,614 shares worth $1.55M. The position accounts for 0.29% of the portfolio, ranked #42.

Sugarloaf Wealth Management first reported a position in VUG in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.57M in Q3 2024. 2,500 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Sugarloaf Wealth Management held 22,614 shares of Vanguard Growth ETF worth $1.55M as of Q4 2024.
  • Sugarloaf Wealth Management sold 1,980 Vanguard Growth ETF shares in Q4 2024, an estimated $133K.
  • Vanguard Growth ETF made up 0.29% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #42 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard Growth ETF position peaked at $1.57M in Q3 2024.
  • 2,500 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.