The Family Firm’s Vanguard Morningstar Growth ETF VUG Stock Holding History

The Family Firm’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	–	Sell	-3,390	Closed	-$217K	–	221
2024 Q3	$217K	Sell	3,390 -2,742	-45%	-$170K	0.05%	195
2024 Q2	$382K	Buy	+6,132	New	+$358K	0.09%	133
2024 Q1	–	Sell	-4,944	Closed	-$256K	–	202
2023 Q4	$256K	Buy	4,944 +12	+0.2%	+$579	0.07%	165
2023 Q3	$224K	Buy	4,932 +6	+0.1%	+$283	0.06%	163
2023 Q2	$232K	Buy	4,926 +6	+0.1%	+$260	0.06%	168
2023 Q1	$205K	Buy	+4,920	New	+$191K	0.06%	178
2022 Q2	–	Sell	-5,376	Closed	-$258K	–	184
2022 Q1	$258K	Buy	+5,376	New	+$254K	0.07%	160

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

The Family Firm's VUG Position: Q4 2024 in Review

The Family Firm sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2024, closing a stake of 3,390 shares — an estimated $217K sold.

The Family Firm first reported a position in VUG in Q1 2022 and held it in 7 quarters. The position peaked at $382K in Q2 2024. 2,507 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

The Family Firm reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2024 after selling out during the quarter.
The Family Firm sold 3,390 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $217K.
The Family Firm first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and held it in 7 quarters.
The Family Firm's Vanguard Morningstar Growth ETF position peaked at $382K in Q2 2024.
2,507 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on The Family Firm's 13F filing for Q4 2024, filed 10 Feb 2025.