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Baldwin Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Baldwin 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
Q1 		– Sell
-4,926
Closed -$263 – 260
2021
Q4 		$263 Hold
4,926
– – 0.04% 219
2021
Q3 		$238K Hold
4,926
– – 0.04% 220
2021
Q2 		$235K Buy
4,926
+6
+0.1% +$272 0.04% 226
2021
Q1 		$211K Hold
4,920
– – 0.04% 239
2020
Q4 		$208K Buy
+4,920
New +$196K 0.04% 229

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

Baldwin Investment Management's VUG Position: Q1 2022 in Review

Baldwin Investment Management sold out of Vanguard Growth ETF (VUG) in Q1 2022, closing a stake of 4,926 shares — an estimated $263 sold.

Baldwin Investment Management first reported a position in VUG in Q4 2020 and held it in 5 quarters. The position peaked at $238K in Q3 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Baldwin Investment Management reported no remaining Vanguard Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 4,926 Vanguard Growth ETF shares in Q1 2022, an estimated $263.
  • Baldwin Investment Management first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 5 quarters.
  • Baldwin Investment Management's Vanguard Growth ETF position peaked at $238K in Q3 2021.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

Based on Baldwin Investment Management's 13F filing for Q1 2022, filed 16 May 2022.