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

BHK 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
2018
Q2 		– Sell
-10,566
Closed -$250K – 86
2018
Q1 		$250K Sell
10,566
-15,066
-59% -$367K 0.18% 56
2017
Q4 		$601K Buy
+25,632
New +$588K 0.51% 26

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
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
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

BHK Investment Advisors's VUG Position: Q2 2018 in Review

BHK Investment Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2018, closing a stake of 10,566 shares — an estimated $250K sold.

BHK Investment Advisors first reported a position in VUG in Q4 2017 and held it in 2 quarters. The position peaked at $601K in Q4 2017. 730 funds tracked by Wall St. Rank hold VUG as of Q2 2018.

  • BHK Investment Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2018 after selling out during the quarter.
  • BHK Investment Advisors sold 10,566 Vanguard Morningstar Growth ETF shares in Q2 2018, an estimated $250K.
  • BHK Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and held it in 2 quarters.
  • BHK Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $601K in Q4 2017.
  • 730 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2018.

Based on BHK Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.