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Benedetti & Gucer’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Benedetti & Gucer’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
2022
Q1 		– Sell
-3,990
Closed -$213K – 111
2021
Q4 		$213K Buy
+3,990
New +$208K 0.14% 88

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Benedetti & Gucer's VUG Position: Q1 2022 in Review

Benedetti & Gucer sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2022, closing a stake of 3,990 shares — an estimated $213K sold.

Benedetti & Gucer first reported a position in VUG in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 1,634 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Benedetti & Gucer reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Benedetti & Gucer sold 3,990 Vanguard Morningstar Growth ETF shares in Q1 2022, an estimated $213K.
  • Benedetti & Gucer first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 1 quarter.
  • Benedetti & Gucer's Vanguard Morningstar Growth ETF position peaked at $213K in Q4 2021.
  • 1,634 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Benedetti & Gucer's 13F filing for Q1 2022, filed 22 Apr 2022.