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Constellation Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Constellation Wealth 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
2014
Q1 		– Sell
-172,374
Closed -$2.67M – 206
2013
Q4 		$2.67M Buy
172,374
+131,916
+326% +$1.95M 0.26% 95
2013
Q3 		$571K Buy
+40,458
New +$557K 0.07% 134

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $202B AUM 37.79% 1-Year Est. Return

Constellation Wealth Advisors's VUG Position: Q1 2014 in Review

Constellation Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2014, closing a stake of 172,374 shares — an estimated $2.67M sold.

Constellation Wealth Advisors first reported a position in VUG in Q3 2013 and held it in 2 quarters. The position peaked at $2.67M in Q4 2013. 295 funds tracked by Wall St. Rank hold VUG as of Q1 2014.

  • Constellation Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 172,374 Vanguard Morningstar Growth ETF shares in Q1 2014, an estimated $2.67M.
  • Constellation Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2013 and held it in 2 quarters.
  • Constellation Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $2.67M in Q4 2013.
  • 295 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2014.

Based on Constellation Wealth Advisors's 13F filing for Q1 2014, filed 7 May 2014.