Unionview LLC’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Unionview LLC’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	$279K	Sell	4,080 -126	-3%	-$8.46K	0.2%	68
2024 Q3	$269K	Buy	4,206 +12	+0.3%	+$744	0.21%	74
2024 Q2	$262K	Hold	4,194	–	–	0.21%	74
2024 Q1	$241K	Sell	4,194 -822	-16%	-$45.2K	0.2%	76
2023 Q4	$260K	Buy	5,016 +6	+0.1%	+$290	0.23%	67
2023 Q3	$227K	Buy	5,010 +6	+0.1%	+$283	0.21%	72
2023 Q2	$236K	Sell	5,004 -108	-2%	-$4.68K	0.22%	74
2023 Q1	$213K	Buy	+5,112	New	+$199K	0.2%	80
2022 Q2	–	Sell	-4,416	Closed	-$212K	–	97
2022 Q1	$212K	Buy	4,416 +66	+2%	+$3.12K	0.2%	86
2021 Q4	$233K	Buy	+4,350	New	+$227K	0.22%	83

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Unionview LLC's VUG Position: Q4 2024 in Review

Unionview LLC reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3% in Q4 2024, selling an estimated $8.46K and leaving 4,080 shares worth $279K. The position accounts for 0.2% of the portfolio, ranked #68.

Unionview LLC first reported a position in VUG in Q4 2021 and has held it in 10 quarters since. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

Unionview LLC held 4,080 shares of Vanguard Morningstar Growth ETF worth $279K as of Q4 2024.
Unionview LLC sold 126 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $8.46K.
Vanguard Morningstar Growth ETF made up 0.2% of Unionview LLC's portfolio in Q4 2024, its #68 holding.
Unionview LLC first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 10 quarters since.
2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.