Ameritas Investment Company’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Ameritas Investment Company’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
2021 Q3	$5.8M	Buy	119,910 +9,090	+8%	+$452K	0.27%	77
2021 Q2	$6.38M	Buy	110,820 +12,468	+13%	+$566K	0.31%	59
2021 Q1	$4.21M	Sell	98,352 -9,408	-9%	-$402K	0.36%	63
2020 Q4	$4.55M	Sell	107,760 -1,230	-1%	-$49.1K	0.88%	18
2020 Q3	$3.67M	Hold	108,990	–	–	1.15%	14
2020 Q2	$3.67M	Sell	108,990 -32,190	-23%	-$990K	1.06%	15
2020 Q1	$3.65M	Buy	141,180 +37,386	+36%	+$1.12M	0.58%	31
2019 Q4	$3.15M	Buy	103,794 +8,046	+8%	+$232K	0.66%	26
2019 Q3	$2.65M	Buy	95,748 +39,390	+70%	+$1.09M	0.53%	34
2019 Q2	$1.53M	Buy	56,358 +54,126	+2,425%	+$1.45M	0.73%	30
2019 Q1	$58K	Buy	+2,232	New	+$55.1K	0.01%	414

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Investment Company's VUG Position: Q3 2021 in Review

Ameritas Investment Company increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.2% in Q3 2021, buying an estimated $452K and bringing the position to 119,910 shares worth $5.8M. The position accounts for 0.27% of the portfolio, ranked #77.

Ameritas Investment Company first reported a position in VUG in Q1 2019 and has held it in 11 quarters since. The position peaked at $6.38M in Q2 2021. 1,428 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

Ameritas Investment Company held 119,910 shares of Vanguard Morningstar Growth ETF worth $5.8M as of Q3 2021.
Ameritas Investment Company bought 9,090 Vanguard Morningstar Growth ETF shares in Q3 2021, an estimated $452K.
Vanguard Morningstar Growth ETF made up 0.27% of Ameritas Investment Company's portfolio in Q3 2021, its #77 holding.
Ameritas Investment Company first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's Vanguard Morningstar Growth ETF position peaked at $6.38M in Q2 2021.
1,428 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.