BMM
VUG icon

Buffington Mohr McNeal’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Buffington Mohr McNeal’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
Q1 		– Sell
-5,448
Closed -$101K – 136
2016
Q4 		$101K Buy
+5,448
New +$101K 0.04% 172

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Buffington Mohr McNeal's VUG Position: Q1 2017 in Review

Buffington Mohr McNeal sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2017, closing a stake of 5,448 shares — an estimated $101K sold.

Buffington Mohr McNeal first reported a position in VUG in Q4 2016 and held it in 1 quarter. The position peaked at $101K in Q4 2016. 563 funds tracked by Wall St. Rank hold VUG as of Q1 2017.

  • Buffington Mohr McNeal reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Buffington Mohr McNeal sold 5,448 Vanguard Morningstar Growth ETF shares in Q1 2017, an estimated $101K.
  • Buffington Mohr McNeal first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and held it in 1 quarter.
  • Buffington Mohr McNeal's Vanguard Morningstar Growth ETF position peaked at $101K in Q4 2016.
  • 563 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2017.

Based on Buffington Mohr McNeal's 13F filing for Q1 2017, filed 3 May 2017.