BWM
VUG icon

BigSur Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

BigSur Wealth Management’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
Q3 		– Sell
-1,794
Closed -$67K – 139
2022
Q2 		$67K Hold
1,794
– – 0.03% 130
2022
Q1 		$86K Buy
+1,794
New +$84.9K 0.03% 130

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

BigSur Wealth Management's VUG Position: Q3 2022 in Review

BigSur Wealth Management sold out of Vanguard Growth ETF (VUG) in Q3 2022, closing a stake of 1,794 shares — an estimated $67K sold.

BigSur Wealth Management first reported a position in VUG in Q1 2022 and held it in 2 quarters. The position peaked at $86K in Q1 2022. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

  • BigSur Wealth Management reported no remaining Vanguard Growth ETF position as of Q3 2022 after selling out during the quarter.
  • BigSur Wealth Management sold 1,794 Vanguard Growth ETF shares in Q3 2022, an estimated $67K.
  • BigSur Wealth Management first reported a position in Vanguard Growth ETF in Q1 2022 and held it in 2 quarters.
  • BigSur Wealth Management's Vanguard Growth ETF position peaked at $86K in Q1 2022.
  • 1,553 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2022.

Based on BigSur Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.