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Western Financial Corp’s Vanguard Growth ETF VUG Stock Holding History

Western Financial Corp’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
-8,718
Closed -$597K – 140
2024
Q4 		$597K Buy
+8,718
New +$586K 0.33% 79
2024
Q3 		– Sell
-3,564
Closed -$222K – 132
2024
Q2 		$222K Hold
3,564
– – 0.13% 107
2024
Q1 		$204K Buy
+3,564
New +$196K 0.13% 114

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 $374B AUM 17.66% 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 $377B AUM 19.32% 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

Western Financial Corp's VUG Position: Q1 2025 in Review

Western Financial Corp sold out of Vanguard Growth ETF (VUG) in Q1 2025, closing a stake of 8,718 shares — an estimated $597K sold.

Western Financial Corp first reported a position in VUG in Q1 2024 and held it in 3 quarters. The position peaked at $597K in Q4 2024. 2,444 funds tracked by Wall St. Rank hold VUG as of Q1 2025.

  • Western Financial Corp reported no remaining Vanguard Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Western Financial Corp sold 8,718 Vanguard Growth ETF shares in Q1 2025, an estimated $597K.
  • Western Financial Corp first reported a position in Vanguard Growth ETF in Q1 2024 and held it in 3 quarters.
  • Western Financial Corp's Vanguard Growth ETF position peaked at $597K in Q4 2024.
  • 2,444 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2025.

Based on Western Financial Corp's 13F filing for Q1 2025, filed 23 Apr 2025.