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Aris Wealth Services’s Vanguard Growth ETF VUG Stock Holding History

Aris Wealth Services’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
Q3 		$25K Buy
1,506
+12
+0.8% +$213 0.05% 147
2015
Q2 		$27K Buy
1,494
+36
+2% +$654 0.02% 289
2015
Q1 		$25K Buy
+1,458
New +$25.9K 0.02% 295

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aris Wealth Services's VUG Position: Q3 2015 in Review

Aris Wealth Services increased its Vanguard Growth ETF (VUG) stake by 0.8% in Q3 2015, buying an estimated $213 and bringing the position to 1,506 shares worth $25K. The position accounts for 0.05% of the portfolio, ranked #147.

Aris Wealth Services first reported a position in VUG in Q1 2015 and has held it in 3 quarters since. The position peaked at $27K in Q2 2015. 376 funds tracked by Wall St. Rank hold VUG as of Q3 2015.

  • Aris Wealth Services held 1,506 shares of Vanguard Growth ETF worth $25K as of Q3 2015.
  • Aris Wealth Services bought 12 Vanguard Growth ETF shares in Q3 2015, an estimated $213.
  • Vanguard Growth ETF made up 0.05% of Aris Wealth Services's portfolio in Q3 2015, its #147 holding.
  • Aris Wealth Services first reported a position in Vanguard Growth ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Vanguard Growth ETF position peaked at $27K in Q2 2015.
  • 376 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.