Daffy Charitable Fund’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Daffy Charitable Fund’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	$236K	Buy	+3,450	New	+$232K	0.13%	31

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Daffy Charitable Fund's VUG Position: Q4 2024 in Review

Daffy Charitable Fund opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2024: 3,450 shares worth $236K. The stake represents 0.13% of the portfolio and ranks #31 among its holdings.

2,511 funds tracked by Wall St. Rank hold VUG as of Q4 2024.

Daffy Charitable Fund held 3,450 shares of Vanguard Morningstar Growth ETF worth $236K as of Q4 2024.
Vanguard Morningstar Growth ETF was a new Daffy Charitable Fund position in Q4 2024.
Vanguard Morningstar Growth ETF made up 0.13% of Daffy Charitable Fund's portfolio in Q4 2024, its #31 holding.
2,511 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2024.

Based on Daffy Charitable Fund's 13F filing for Q4 2024, filed 10 Nov 2026.