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Wintrust Investments’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wintrust Investments’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 		$159K Buy
2,322
+30
+1% +$2.02K 0.14% 120
2024
Q3 		$146K Sell
2,292
-20,028
-90% -$1.24M 0.11% 163
2024
Q2 		$1.39M Buy
22,320
+7,026
+46% +$410K 0.11% 156
2024
Q1 		$877K Buy
15,294
+4,320
+39% +$238K 0.08% 209
2023
Q4 		$569K Buy
10,974
+432
+4% +$20.9K 0.06% 254
2023
Q3 		$478K Buy
10,542
+2,688
+34% +$127K 0.05% 268
2023
Q2 		$370K Hold
7,854
– – 0.04% 302
2023
Q1 		$327K Sell
7,854
-2,250
-22% -$87.5K 0.04% 256
2022
Q4 		$359K Hold
10,104
– – 0.05% 263
2022
Q3 		$360K Buy
10,104
+48
+0.5% +$1.93K 0.05% 274
2022
Q2 		$374K Buy
10,056
+246
+3% +$10.1K 0.04% 266
2022
Q1 		$470K Hold
9,810
– – 0.05% 256
2021
Q4 		$525K Hold
9,810
– – 0.05% 252
2021
Q3 		$474K Sell
9,810
-306
-3% -$15.2K 0.06% 182
2021
Q2 		$484K Sell
10,116
-72
-0.7% -$3.27K 0.05% 267
2021
Q1 		$436K Buy
+10,188
New +$436K 0.05% 276
2020
Q4 		– Sell
-12,036
Closed -$457K – 350
2020
Q3 		$457K Sell
12,036
-60
-0.5% -$2.21K 0.06% 212
2020
Q2 		$407K Sell
12,096
-138
-1% -$4.24K 0.06% 225
2020
Q1 		$319K Sell
12,234
-624
-5% -$18.7K 0.05% 235
2019
Q4 		$390K Hold
12,858
– – 0.05% 247
2019
Q3 		$356K Buy
12,858
+6
+0% +$166 0.05% 259
2019
Q2 		$350K Hold
12,852
– – 0.05% 265
2019
Q1 		$335K Hold
12,852
– – 0.05% 259
2018
Q4 		$288K Hold
12,852
– – 0.05% 268
2018
Q3 		$345K Buy
12,852
+600
+5% +$15.7K 0.06% 269
2018
Q2 		$306K Buy
+12,252
New +$300K 0.05% 277

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wintrust Investments's VUG Position: Q4 2024 in Review

Wintrust Investments increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q4 2024, buying an estimated $2.02K and bringing the position to 2,322 shares worth $159K. The position accounts for 0.14% of the portfolio, ranked #120.

Wintrust Investments first reported a position in VUG in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.39M in Q2 2024. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • Wintrust Investments held 2,322 shares of Vanguard Morningstar Growth ETF worth $159K as of Q4 2024.
  • Wintrust Investments bought 30 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $2.02K.
  • Vanguard Morningstar Growth ETF made up 0.14% of Wintrust Investments's portfolio in Q4 2024, its #120 holding.
  • Wintrust Investments first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 26 quarters since.
  • Wintrust Investments's Vanguard Morningstar Growth ETF position peaked at $1.39M in Q2 2024.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.