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Barber Financial Group’s Vanguard Morningstar 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 $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 Morningstar 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 Morningstar Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Barber Financial Group sold 423,612 Vanguard Morningstar Growth ETF shares in Q4 2017, an estimated $9.37M.
  • Barber Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and held it in 1 quarter.
  • Barber Financial Group's Vanguard Morningstar Growth ETF position peaked at $9.37M in Q3 2017.
  • 711 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2017.

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