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Claremont Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Claremont Financial 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
2022
Q1 		$356K Buy
7,566
+7,188
+1,902% +$340K 1.52% 8
2021
Q4 		$670 Buy
+378
New +$19.7K 2.92% 8

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Claremont Financial Group's VUG Position: Q1 2022 in Review

Claremont Financial Group increased its Vanguard Growth ETF (VUG) stake by 1,902% in Q1 2022, buying an estimated $340K and bringing the position to 7,566 shares worth $356K. The position accounts for 1.52% of the portfolio, ranked #8.

Claremont Financial Group first reported a position in VUG in Q4 2021 and has held it in 2 quarters since. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Claremont Financial Group held 7,566 shares of Vanguard Growth ETF worth $356K as of Q1 2022.
  • Claremont Financial Group bought 7,188 Vanguard Growth ETF shares in Q1 2022, an estimated $340K.
  • Vanguard Growth ETF made up 1.52% of Claremont Financial Group's portfolio in Q1 2022, its #8 holding.
  • Claremont Financial Group first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.