Sweet Financial Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sweet Financial Partners’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	$208K	Buy	+3,252	New	+$202K	0.05%	188

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sweet Financial Partners's VUG Position: Q3 2024 in Review

Sweet Financial Partners opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q3 2024: 3,252 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #188 among its holdings.

2,225 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

Sweet Financial Partners held 3,252 shares of Vanguard Morningstar Growth ETF worth $208K as of Q3 2024.
Vanguard Morningstar Growth ETF was a new Sweet Financial Partners position in Q3 2024.
Vanguard Morningstar Growth ETF made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #188 holding.
2,225 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.