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Bellwether Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bellwether 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
2023
Q1 		– Sell
-90
Closed -$3.2K – 544
2022
Q4 		$3.2K Hold
90
– – ﹤0.01% 328
2022
Q3 		$3K Sell
90
-90
-50% -$3.62K ﹤0.01% 368
2022
Q2 		$6K Hold
180
– – ﹤0.01% 272
2022
Q1 		$8K Hold
180
– – ﹤0.01% 327
2021
Q4 		$9K Hold
180
– – ﹤0.01% 346
2021
Q3 		$8K Hold
180
– – ﹤0.01% 327
2021
Q2 		$8K Hold
180
– – ﹤0.01% 285
2021
Q1 		$7K Hold
180
– – ﹤0.01% 281
2020
Q4 		$7K Buy
+180
New +$7.18K ﹤0.01% 256

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Advisors's VUG Position: Q1 2023 in Review

Bellwether Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2023, closing a stake of 90 shares — an estimated $3.2K sold.

Bellwether Advisors first reported a position in VUG in Q4 2020 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Bellwether Advisors reported no remaining Vanguard Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 90 Vanguard Growth ETF shares in Q1 2023, an estimated $3.2K.
  • Bellwether Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 9 quarters.
  • Bellwether Advisors's Vanguard Growth ETF position peaked at $9K in Q4 2021.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.