Bel Air Investment Advisors
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Bel Air Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Bel Air Investment 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
2021
Q2 		$12.8M Sell
268,332
-27,210
-9% -$1.24M 0.39% 43
2021
Q1 		$12.7M Buy
+295,542
New +$12.6M 0.4% 48

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Financial Engines Advisors
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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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TIAA FSB
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bel Air Investment Advisors's VUG Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.2% in Q2 2021, selling an estimated $1.24M and leaving 268,332 shares worth $12.8M. The position accounts for 0.39% of the portfolio, ranked #43.

Bel Air Investment Advisors first reported a position in VUG in Q1 2021 and has held it in 2 quarters since. 1,416 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • Bel Air Investment Advisors held 268,332 shares of Vanguard Morningstar Growth ETF worth $12.8M as of Q2 2021.
  • Bel Air Investment Advisors sold 27,210 Vanguard Morningstar Growth ETF shares in Q2 2021, an estimated $1.24M.
  • Vanguard Morningstar Growth ETF made up 0.39% of Bel Air Investment Advisors's portfolio in Q2 2021, its #43 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.