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Cornerstone Investment Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cornerstone Investment Partners’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
Q2 		– Sell
-14,910
Closed -$232K – 94
2014
Q1 		$232K Sell
14,910
-2,208
-13% -$34.3K ﹤0.01% 76
2013
Q4 		$265K Hold
17,118
– – ﹤0.01% 71
2013
Q3 		$241K Sell
17,118
-60
-0.3% -$827 ﹤0.01% 65
2013
Q2 		$224K Buy
+17,178
New +$227K ﹤0.01% 67

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Investment Partners's VUG Position: Q2 2014 in Review

Cornerstone Investment Partners sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2014, closing a stake of 14,910 shares — an estimated $232K sold.

Cornerstone Investment Partners first reported a position in VUG in Q2 2013 and held it in 4 quarters. The position peaked at $265K in Q4 2013. 301 funds tracked by Wall St. Rank hold VUG as of Q2 2014.

  • Cornerstone Investment Partners reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Cornerstone Investment Partners sold 14,910 Vanguard Morningstar Growth ETF shares in Q2 2014, an estimated $232K.
  • Cornerstone Investment Partners first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and held it in 4 quarters.
  • Cornerstone Investment Partners's Vanguard Morningstar Growth ETF position peaked at $265K in Q4 2013.
  • 301 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2014.

Based on Cornerstone Investment Partners's 13F filing for Q2 2014, filed 17 Jul 2014.