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Taurus Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Taurus Asset 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
2025
Q1 		– Sell
-3,612
Closed -$247K – 89
2024
Q4 		$247K Hold
3,612
– – 0.02% 85
2024
Q3 		$231K Buy
+3,612
New +$224K 0.02% 87

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Taurus Asset Management's VUG Position: Q1 2025 in Review

Taurus Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2025, closing a stake of 3,612 shares — an estimated $247K sold.

Taurus Asset Management first reported a position in VUG in Q3 2024 and held it in 2 quarters. The position peaked at $247K in Q4 2024. 2,446 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Taurus Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Taurus Asset Management sold 3,612 Vanguard Morningstar Growth ETF shares in Q1 2025, an estimated $247K.
  • Taurus Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2024 and held it in 2 quarters.
  • Taurus Asset Management's Vanguard Morningstar Growth ETF position peaked at $247K in Q4 2024.
  • 2,446 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.