Carlsbad Wealth Advisory Group’s Vanguard 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 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.

1,821 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

Carlsbad Wealth Advisory Group held 19,302 shares of Vanguard Growth ETF worth $910K as of Q2 2023.
Vanguard Growth ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Growth ETF made up 0.59% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #20 holding.
1,821 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2023.

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