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Axiom Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Axiom Investment Management’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
2022
Q4 		– Sell
-600
Closed -$21K – 424
2022
Q3 		$21K Buy
+600
New +$24.1K 0.04% 224
2022
Q1 		– Sell
-25,692
Closed -$1.37M – 153
2021
Q4 		$1.37M Buy
25,692
+18
+0.1% +$938 1.33% 16
2021
Q3 		$1.24M Buy
25,674
+12
+0% +$597 1.25% 19
2021
Q2 		$1.23M Sell
25,662
-2,772
-10% -$126K 0.95% 27
2021
Q1 		$1.22M Buy
28,434
+4,146
+17% +$177K 0.99% 25
2020
Q4 		$1.24M Sell
24,288
-5,052
-17% -$202K 1.13% 23
2020
Q3 		$1.12M Buy
29,340
+24
+0.1% +$886 1.26% 18
2020
Q2 		$984K Sell
29,316
-1,776
-6% -$54.6K 1.3% 22
2020
Q1 		$812K Sell
31,092
-2,334
-7% -$69.9K 1.44% 16
2019
Q4 		$1.01M Sell
33,426
-564
-2% -$16.3K 1.45% 13
2019
Q3 		$942K Sell
33,990
-750
-2% -$20.8K 0.72% 41
2019
Q2 		$946K Buy
34,740
+3,336
+11% +$89.1K 0.17% 147
2019
Q1 		$817K Sell
31,404
-1,260
-4% -$31.1K 0.16% 156
2018
Q4 		$731K Buy
+32,664
New +$791K 0.15% 151

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axiom Investment Management's VUG Position: Q4 2022 in Review

Axiom Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2022, closing a stake of 600 shares — an estimated $21K sold.

Axiom Investment Management first reported a position in VUG in Q4 2018 and held it in 14 quarters. The position peaked at $1.37M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Axiom Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 600 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $21K.
  • Axiom Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and held it in 14 quarters.
  • Axiom Investment Management's Vanguard Morningstar Growth ETF position peaked at $1.37M in Q4 2021.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.