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Castle Financial & Retirement Planning Associates’s Vanguard Growth ETF VUG Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$101K Buy
+2,106
New +$110K 0.34% 29

Other funds holding VUG

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 $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's VUG Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Vanguard Growth ETF (VUG) in Q4 2021: 2,106 shares worth $101K. The stake represents 0.34% of the portfolio and ranks #29 among its holdings.

1,676 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 2,106 shares of Vanguard Growth ETF worth $101K as of Q4 2021.
  • Vanguard Growth ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Vanguard Growth ETF made up 0.34% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #29 holding.
  • 1,676 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.