BAC
VUG icon

Boys Arnold & Co’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-12,552
Closed -$328K – 215
2020
Q1 		$328K Buy
12,552
+24
+0.2% +$719 0.06% 204
2019
Q4 		$380K Buy
12,528
+18
+0.1% +$520 0.05% 228
2019
Q3 		$344K Buy
12,510
+36
+0.3% +$999 0.05% 227
2019
Q2 		$340K Buy
12,474
+1,302
+12% +$34.8K 0.05% 227
2019
Q1 		$291K Sell
11,172
-630
-5% -$15.5K 0.04% 233
2018
Q4 		$262K Buy
+11,802
New +$286K 0.04% 232

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Boys Arnold & Co's VUG Position: Q2 2020 in Review

Boys Arnold & Co sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2020, closing a stake of 12,552 shares — an estimated $328K sold.

Boys Arnold & Co first reported a position in VUG in Q4 2018 and held it in 6 quarters. The position peaked at $380K in Q4 2019. 1,138 funds tracked by Wall St. Rank hold VUG as of Q2 2020.

  • Boys Arnold & Co reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 12,552 Vanguard Morningstar Growth ETF shares in Q2 2020, an estimated $328K.
  • Boys Arnold & Co first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and held it in 6 quarters.
  • Boys Arnold & Co's Vanguard Morningstar Growth ETF position peaked at $380K in Q4 2019.
  • 1,138 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.