BC
VUG icon

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

Burleson & 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
2022
Q4 		$6.4K Hold
180
– – ﹤0.01% 291
2022
Q3 		$6K Hold
180
– – ﹤0.01% 310
2022
Q2 		$7K Buy
180
+156
+650% +$6.41K ﹤0.01% 284
2022
Q1 		$1K Hold
24
– – ﹤0.01% 389
2021
Q4 		$1K Buy
+24
New +$1.25K ﹤0.01% 348
2021
Q2 		– Sell
-48
Closed -$2K – 409
2021
Q1 		$2K Buy
+48
New +$2.05K ﹤0.01% 316

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 $424B AUM 22.94% 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

Burleson & Co's VUG Position: Q4 2022 in Review

Burleson & Co held its Vanguard Morningstar Growth ETF (VUG) position steady in Q4 2022 at 180 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Burleson & Co first reported a position in VUG in Q1 2021 and has held it in 6 quarters since. The position peaked at $7K in Q2 2022. 1,670 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Burleson & Co held 180 shares of Vanguard Morningstar Growth ETF worth $6.4K as of Q4 2022.
  • Burleson & Co left its Vanguard Morningstar Growth ETF share count unchanged in Q4 2022.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #291 holding.
  • Burleson & Co first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 6 quarters since.
  • Burleson & Co's Vanguard Morningstar Growth ETF position peaked at $7K in Q2 2022.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.