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Arden Trust’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Arden Trust’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
2015
Q1 		– Sell
-12,102
Closed -$210K – 483
2014
Q4 		$210K Buy
+12,102
New +$206K 0.03% 320
2013
Q3 		– Sell
-17,850
Closed -$232K – 317
2013
Q2 		$232K Buy
+17,850
New +$235K 0.03% 286

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Arden Trust's VUG Position: Q1 2015 in Review

Arden Trust sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2015, closing a stake of 12,102 shares — an estimated $210K sold.

Arden Trust first reported a position in VUG in Q2 2013 and held it in 2 quarters. The position peaked at $232K in Q2 2013. 366 funds tracked by Wall St. Rank hold VUG as of Q1 2015.

  • Arden Trust reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Arden Trust sold 12,102 Vanguard Morningstar Growth ETF shares in Q1 2015, an estimated $210K.
  • Arden Trust first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and held it in 2 quarters.
  • Arden Trust's Vanguard Morningstar Growth ETF position peaked at $232K in Q2 2013.
  • 366 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2015.

Based on Arden Trust's 13F filing for Q1 2015, filed 13 May 2015.