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Bridgewater Wealth & Financial Management’s Vanguard Growth ETF VUG Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q4 		$314K Sell
13,386
-180
-1% -$4.13K 0.13% 27
2017
Q3 		$300K Buy
13,566
+558
+4% +$12.1K 0.12% 30
2017
Q2 		$275K Buy
13,008
+1,482
+13% +$31K 0.09% 90
2017
Q1 		$234K Buy
11,526
+126
+1% +$2.49K 0.09% 99
2016
Q4 		$212K Buy
11,400
+36
+0.3% +$666 0.08% 100
2016
Q3 		$213K Sell
11,364
-1,230
-10% -$22.9K 0.08% 108
2016
Q2 		$225K Sell
12,594
-3,354
-21% -$59.7K 0.08% 103
2016
Q1 		$283K Buy
15,948
+36
+0.2% +$603 0.1% 85
2015
Q4 		$282K Buy
15,912
+96
+0.6% +$1.72K 0.11% 71
2015
Q3 		$264K Buy
15,816
+36
+0.2% +$638 0.11% 72
2015
Q2 		$282K Buy
15,780
+444
+3% +$8.07K 0.12% 63
2015
Q1 		$267K Buy
15,336
+3,354
+28% +$59.5K 0.11% 66
2014
Q4 		$209K Buy
+11,982
New +$204K 0.09% 93

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bridgewater Wealth & Financial Management's VUG Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management reduced its Vanguard Growth ETF (VUG) stake by 1.3% in Q4 2017, selling an estimated $4.13K and leaving 13,386 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #27.

Bridgewater Wealth & Financial Management first reported a position in VUG in Q4 2014 and has held it in 13 quarters since. 711 funds tracked by Wall St. Rank hold VUG as of Q4 2017.

  • Bridgewater Wealth & Financial Management held 13,386 shares of Vanguard Growth ETF worth $314K as of Q4 2017.
  • Bridgewater Wealth & Financial Management sold 180 Vanguard Growth ETF shares in Q4 2017, an estimated $4.13K.
  • Vanguard Growth ETF made up 0.13% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #27 holding.
  • Bridgewater Wealth & Financial Management first reported a position in Vanguard Growth ETF in Q4 2014 and has held it in 13 quarters since.
  • 711 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.