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Cleary Gull’s Vanguard Growth ETF VUG Stock Holding History

Cleary Gull’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
2015
Q1 		$262K Buy
+15,000
New +$266K 0.25% 16

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cleary Gull's VUG Position: Q1 2015 in Review

Cleary Gull opened a new position in Vanguard Growth ETF (VUG) in Q1 2015: 15,000 shares worth $262K. The stake represents 0.25% of the portfolio and ranks #16 among its holdings.

366 funds tracked by Wall St. Rank hold VUG as of Q1 2015.

  • Cleary Gull held 15,000 shares of Vanguard Growth ETF worth $262K as of Q1 2015.
  • Vanguard Growth ETF was a new Cleary Gull position in Q1 2015.
  • Vanguard Growth ETF made up 0.25% of Cleary Gull's portfolio in Q1 2015, its #16 holding.
  • 366 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.