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Walden Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History

Walden Wealth 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
Q2 		$4.69M Buy
75,216
+798
+1% +$46.5K 2.62% 11
2024
Q1 		$4.19M Buy
74,418
+4,848
+7% +$267K 2.43% 11
2023
Q4 		$3.6M Buy
+69,570
New +$3.36M 2.27% 11

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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 $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Walden Wealth Partners's VUG Position: Q2 2024 in Review

Walden Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 1.1% in Q2 2024, buying an estimated $46.5K and bringing the position to 75,216 shares worth $4.69M. The position accounts for 2.62% of the portfolio, ranked #11.

Walden Wealth Partners first reported a position in VUG in Q4 2023 and has held it in 3 quarters since. 2,154 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

  • Walden Wealth Partners held 75,216 shares of Vanguard Growth ETF worth $4.69M as of Q2 2024.
  • Walden Wealth Partners bought 798 Vanguard Growth ETF shares in Q2 2024, an estimated $46.5K.
  • Vanguard Growth ETF made up 2.62% of Walden Wealth Partners's portfolio in Q2 2024, its #11 holding.
  • Walden Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,154 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.