Taconic Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Taconic Capital 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 Q1	–	Sell	-246,000	Closed	-$12.7M	–	146
2023 Q4	$12.7M	Hold	246,000	–	–	0.86%	28
2023 Q3	$11.2M	Buy	246,000 +6,000	+3%	+$283K	0.48%	32
2023 Q2	$11.3M	Buy	240,000 +24,000	+11%	+$1.04M	0.38%	31
2023 Q1	$8.98M	Buy	216,000 +24,000	+13%	+$933K	0.4%	40
2022 Q4	$6.82M	Buy	+192,000	New	+$7.06M	0.19%	105

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Taconic Capital Advisors's VUG Position: Q1 2024 in Review

Taconic Capital Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2024, closing a stake of 246,000 shares — an estimated $12.7M sold.

Taconic Capital Advisors first reported a position in VUG in Q4 2022 and held it in 5 quarters. The position peaked at $12.7M in Q4 2023. 2,097 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

Taconic Capital Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
Taconic Capital Advisors sold 246,000 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $12.7M.
Taconic Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and held it in 5 quarters.
Taconic Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $12.7M in Q4 2023.
2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

Based on Taconic Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.