C-J Advisory’s Vanguard Growth ETF VUG Stock Holding History

C-J Advisory’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
2021 Q3	$4.8M	Buy	99,318 +5,160	+5%	+$257K	2.54%	14
2021 Q2	$4.5M	Buy	94,158 +4,314	+5%	+$196K	2.41%	14
2021 Q1	$3.85M	Buy	+89,844	New	+$3.84M	2.24%	15

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

C-J Advisory's VUG Position: Q3 2021 in Review

C-J Advisory increased its Vanguard Growth ETF (VUG) stake by 5.5% in Q3 2021, buying an estimated $257K and bringing the position to 99,318 shares worth $4.8M. The position accounts for 2.54% of the portfolio, ranked #14.

C-J Advisory first reported a position in VUG in Q1 2021 and has held it in 3 quarters since. 1,428 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

C-J Advisory held 99,318 shares of Vanguard Growth ETF worth $4.8M as of Q3 2021.
C-J Advisory bought 5,160 Vanguard Growth ETF shares in Q3 2021, an estimated $257K.
Vanguard Growth ETF made up 2.54% of C-J Advisory's portfolio in Q3 2021, its #14 holding.
C-J Advisory first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 3 quarters since.
1,428 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.