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Ahrens Investment Partners’s Vanguard Growth ETF VUG Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$74.8K Buy
+1,800
New +$70K 0.04% 261
2022
Q3 		– Sell
-1,968
Closed -$73K – 903
2022
Q2 		$73K Buy
1,968
+600
+44% +$24.6K 0.03% 271
2022
Q1 		$66K Sell
1,368
-300
-18% -$14.2K 0.02% 341
2021
Q4 		$89K Buy
+1,668
New +$86.9K 0.04% 309

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners's VUG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Growth ETF (VUG) in Q1 2023: 1,800 shares worth $74.8K. The stake represents 0.04% of the portfolio and ranks #261 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VUG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VUG in Q4 2021 and has held it in 4 quarters since. The position peaked at $89K in Q4 2021. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Ahrens Investment Partners held 1,800 shares of Vanguard Growth ETF worth $74.8K as of Q1 2023.
  • Vanguard Growth ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Vanguard Growth ETF made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #261 holding.
  • Ahrens Investment Partners first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Vanguard Growth ETF position peaked at $89K in Q4 2021.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.