BWA
VUG icon

Boulder Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Boulder Wealth 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
2022
Q4 		$40K Buy
+1,134
New +$41.7K 0.04% 44

Other funds holding VUG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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

Boulder Wealth Advisors's VUG Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Vanguard Growth ETF (VUG) in Q4 2022: 1,134 shares worth $40K. The stake represents 0.04% of the portfolio and ranks #44 among its holdings.

1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Boulder Wealth Advisors held 1,134 shares of Vanguard Growth ETF worth $40K as of Q4 2022.
  • Vanguard Growth ETF was a new Boulder Wealth Advisors position in Q4 2022.
  • Vanguard Growth ETF made up 0.04% of Boulder Wealth Advisors's portfolio in Q4 2022, its #44 holding.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.