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Barber Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Barber Financial Group’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
2017
Q4 		– Sell
-423,612
Closed -$9.37M – 140
2017
Q3 		$9.37M Buy
+423,612
New +$9.21M 2.66% 11

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Barber Financial Group's VUG Position: Q4 2017 in Review

Barber Financial Group sold out of Vanguard Growth ETF (VUG) in Q4 2017, closing a stake of 423,612 shares — an estimated $9.37M sold.

Barber Financial Group first reported a position in VUG in Q3 2017 and held it in 1 quarter. The position peaked at $9.37M in Q3 2017. 711 funds tracked by Wall St. Rank hold VUG as of Q4 2017.

  • Barber Financial Group reported no remaining Vanguard Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Barber Financial Group sold 423,612 Vanguard Growth ETF shares in Q4 2017, an estimated $9.37M.
  • Barber Financial Group first reported a position in Vanguard Growth ETF in Q3 2017 and held it in 1 quarter.
  • Barber Financial Group's Vanguard Growth ETF position peaked at $9.37M in Q3 2017.
  • 711 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2017.

Based on Barber Financial Group's 13F filing for Q4 2017, filed 5 Feb 2018.