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WR Wealth Planners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WR Wealth Planners’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 		$478K Buy
6,990
+156
+2% +$10.5K 0.15% 98
2024
Q3 		$437K Sell
6,834
-60
-0.9% -$3.72K 0.12% 110
2024
Q2 		$430K Sell
6,894
-126
-2% -$7.35K 0.13% 103
2024
Q1 		$403K Sell
7,020
-60
-0.8% -$3.3K 0.13% 111
2023
Q4 		$367K Buy
7,080
+468
+7% +$22.6K 0.14% 130
2023
Q3 		$300K Buy
6,612
+870
+15% +$41.1K 0.11% 135
2023
Q2 		$271K Buy
5,742
+3,900
+212% +$169K 0.1% 140
2023
Q1 		$76.6K Buy
+1,842
New +$71.6K 0.03% 271

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

WR Wealth Planners's VUG Position: Q4 2024 in Review

WR Wealth Planners increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q4 2024, buying an estimated $10.5K and bringing the position to 6,990 shares worth $478K. The position accounts for 0.15% of the portfolio, ranked #98.

WR Wealth Planners first reported a position in VUG in Q1 2023 and has held it in 8 quarters since. 2,501 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

  • WR Wealth Planners held 6,990 shares of Vanguard Morningstar Growth ETF worth $478K as of Q4 2024.
  • WR Wealth Planners bought 156 Vanguard Morningstar Growth ETF shares in Q4 2024, an estimated $10.5K.
  • Vanguard Morningstar Growth ETF made up 0.15% of WR Wealth Planners's portfolio in Q4 2024, its #98 holding.
  • WR Wealth Planners first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and has held it in 8 quarters since.
  • 2,501 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.