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Winton Group’s Vanguard Growth ETF VUG Stock Holding History

Winton Group’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
Q3 		– Sell
-3,966
Closed -$247K – 777
2024
Q2 		$247K Sell
3,966
-45,498
-92% -$2.65M 0.02% 512
2024
Q1 		$2.84M Sell
49,464
-36,336
-42% -$2M 0.2% 95
2023
Q4 		$4.45M Sell
85,800
-618
-0.7% -$29.8K 0.32% 45
2023
Q3 		$3.92M Buy
86,418
+16,038
+23% +$757K 0.32% 48
2023
Q2 		$3.32M Buy
70,380
+49,872
+243% +$2.16M 0.28% 75
2023
Q1 		$853K Buy
+20,508
New +$798K 0.05% 497
2022
Q1 		– Sell
-62,028
Closed -$3.32M – 1161
2021
Q4 		$3.32M Sell
62,028
-103,152
-62% -$5.37M 0.2% 95
2021
Q3 		$7.99M Buy
+165,180
New +$8.22M 0.45% 30
2021
Q2 		– Sell
-44,460
Closed -$1.91M – 1523
2021
Q1 		$1.91M Sell
44,460
-22,584
-34% -$966K 0.11% 170
2020
Q4 		$2.83M Sell
67,044
-21,432
-24% -$855K 0.2% 48
2020
Q3 		$3.36M Buy
+88,476
New +$3.27M 0.11% 278

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winton Group's VUG Position: Q3 2024 in Review

Winton Group sold out of Vanguard Growth ETF (VUG) in Q3 2024, closing a stake of 3,966 shares — an estimated $247K sold.

Winton Group first reported a position in VUG in Q3 2020 and held it in 11 quarters. The position peaked at $7.99M in Q3 2021. 2,220 funds tracked by Wall St. Rank hold VUG as of Q3 2024.

  • Winton Group reported no remaining Vanguard Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Winton Group sold 3,966 Vanguard Growth ETF shares in Q3 2024, an estimated $247K.
  • Winton Group first reported a position in Vanguard Growth ETF in Q3 2020 and held it in 11 quarters.
  • Winton Group's Vanguard Growth ETF position peaked at $7.99M in Q3 2021.
  • 2,220 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2024.

Based on Winton Group's 13F filing for Q3 2024, filed 12 Nov 2024.