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Baldwin Investment Management’s Vanguard Morningstar 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 -$263K – 260
2021
Q4 		$263K 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 $1.55T 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 22.9% 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

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

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

Baldwin Investment Management first reported a position in VUG in Q4 2020 and held it in 5 quarters. The position peaked at $263K in Q4 2021. 1,634 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Baldwin Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 4,926 Vanguard Morningstar Growth ETF shares in Q1 2022, an estimated $263K.
  • Baldwin Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 5 quarters.
  • Baldwin Investment Management's Vanguard Morningstar Growth ETF position peaked at $263K in Q4 2021.
  • 1,634 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

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