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Column Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Column Capital Advisors’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
2023
Q3 		– Sell
-894
Closed -$42.3K – 826
2023
Q2 		$42.3K Hold
894
– – 0.01% 347
2023
Q1 		$37.2K Buy
+894
New +$34.8K 0.01% 358

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Column Capital Advisors's VUG Position: Q3 2023 in Review

Column Capital Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2023, closing a stake of 894 shares — an estimated $42.3K sold.

Column Capital Advisors first reported a position in VUG in Q1 2023 and held it in 2 quarters. The position peaked at $42.3K in Q2 2023. 1,830 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

  • Column Capital Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Column Capital Advisors sold 894 Vanguard Morningstar Growth ETF shares in Q3 2023, an estimated $42.3K.
  • Column Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and held it in 2 quarters.
  • Column Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $42.3K in Q2 2023.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.