CIM
VUG icon

Cetera Investment Management’s Vanguard Growth ETF VUG Stock Holding History

Cetera Investment Management’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
2017
Q1 		– Sell
-12,144
Closed -$226K – 108
2016
Q4 		$226K Hold
12,144
– – 0.17% 99
2016
Q3 		$227K Hold
12,144
– – 0.15% 106
2016
Q2 		$217K Hold
12,144
– – 0.13% 108
2016
Q1 		$215K Sell
12,144
-27,606
-69% -$463K 0.11% 118
2015
Q4 		$707K Buy
+39,750
New +$712K 0.29% 115

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Management's VUG Position: Q1 2017 in Review

Cetera Investment Management sold out of Vanguard Growth ETF (VUG) in Q1 2017, closing a stake of 12,144 shares — an estimated $226K sold.

Cetera Investment Management first reported a position in VUG in Q4 2015 and held it in 5 quarters. The position peaked at $707K in Q4 2015. 563 funds tracked by Wall St. Rank hold VUG as of Q1 2017.

  • Cetera Investment Management reported no remaining Vanguard Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Cetera Investment Management sold 12,144 Vanguard Growth ETF shares in Q1 2017, an estimated $226K.
  • Cetera Investment Management first reported a position in Vanguard Growth ETF in Q4 2015 and held it in 5 quarters.
  • Cetera Investment Management's Vanguard Growth ETF position peaked at $707K in Q4 2015.
  • 563 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2017.

Based on Cetera Investment Management's 13F filing for Q1 2017, filed 15 May 2017.