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CFO4Life’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CFO4Life’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
2022
Q4 		$291K Buy
+8,202
New +$302K 0.06% 134

Other funds holding VUG

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
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 $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CFO4Life's VUG Position: Q4 2022 in Review

CFO4Life opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2022: 8,202 shares worth $291K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings.

1,670 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • CFO4Life held 8,202 shares of Vanguard Morningstar Growth ETF worth $291K as of Q4 2022.
  • Vanguard Morningstar Growth ETF was a new CFO4Life position in Q4 2022.
  • Vanguard Morningstar Growth ETF made up 0.06% of CFO4Life's portfolio in Q4 2022, its #134 holding.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.