CWM
VUG icon

Chicago Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Chicago Wealth 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
2020
Q1 		– Sell
-294,996
Closed -$8.96M – 31
2019
Q4 		$8.96M Buy
+294,996
New +$8.52M 8.62% 5

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Chicago Wealth Management's VUG Position: Q1 2020 in Review

Chicago Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2020, closing a stake of 294,996 shares — an estimated $8.96M sold.

Chicago Wealth Management first reported a position in VUG in Q4 2019 and held it in 1 quarter. The position peaked at $8.96M in Q4 2019. 1,063 funds tracked by Wall St. Rank hold VUG as of Q1 2020.

  • Chicago Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Chicago Wealth Management sold 294,996 Vanguard Morningstar Growth ETF shares in Q1 2020, an estimated $8.96M.
  • Chicago Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 1 quarter.
  • Chicago Wealth Management's Vanguard Morningstar Growth ETF position peaked at $8.96M in Q4 2019.
  • 1,063 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2020.

Based on Chicago Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.