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BCM Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BCM Advisors’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
2018
Q1 		– Sell
-19,140
Closed -$449K – 37
2017
Q4 		$449K Buy
+19,140
New +$439K 0.26% 28

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM Advisors's VUG Position: Q1 2018 in Review

BCM Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2018, closing a stake of 19,140 shares — an estimated $449K sold.

BCM Advisors first reported a position in VUG in Q4 2017 and held it in 1 quarter. The position peaked at $449K in Q4 2017. 724 funds tracked by Wall St. Rank hold VUG as of Q1 2018.

  • BCM Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2018 after selling out during the quarter.
  • BCM Advisors sold 19,140 Vanguard Morningstar Growth ETF shares in Q1 2018, an estimated $449K.
  • BCM Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and held it in 1 quarter.
  • BCM Advisors's Vanguard Morningstar Growth ETF position peaked at $449K in Q4 2017.
  • 724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2018.

Based on BCM Advisors's 13F filing for Q1 2018, filed 13 Apr 2018.