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Cornerstone Capital Management Holdings’s Vanguard Growth ETF VUG Stock Holding History

Cornerstone Capital Management Holdings’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 		– Sell
-30,888
Closed -$537K – 1434
2014
Q4 		$537K Sell
30,888
-53,394
-63% -$908K 0.01% 967
2014
Q3 		$1.4M Sell
84,282
-26,706
-24% -$445K 0.02% 802
2014
Q2 		$1.83M Hold
110,988
– – 0.02% 723
2014
Q1 		$1.73M Buy
110,988
+6
+0% +$93 0.02% 743
2013
Q4 		$1.72M Sell
110,982
-6
-0% -$89 0.02% 698
2013
Q3 		$1.56M Buy
110,988
+366
+0.3% +$5.04K 0.02% 718
2013
Q2 		$1.44M Buy
+110,622
New +$1.46M 0.02% 733

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 $128M AUM 7.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return