Carlsbad Wealth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Carlsbad Wealth Advisory Group’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
2023 Q2	$910K	Buy	+19,302	New	+$837K	0.59%	20

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carlsbad Wealth Advisory Group's VUG Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q2 2023: 19,302 shares worth $910K. The stake represents 0.59% of the portfolio and ranks #20 among its holdings.

1,823 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

Carlsbad Wealth Advisory Group held 19,302 shares of Vanguard Morningstar Growth ETF worth $910K as of Q2 2023.
Vanguard Morningstar Growth ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Morningstar Growth ETF made up 0.59% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #20 holding.
1,823 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.