CXI Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

CXI 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
2019 Q4	$26K	Buy	+870	New	+$25.1K	0.06%	42

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CXI Advisors's VUG Position: Q4 2019 in Review

CXI Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2019: 870 shares worth $26K. The stake represents 0.06% of the portfolio and ranks #42 among its holdings.

1,108 funds tracked by Wall St. Rank hold VUG as of Q4 2019.

CXI Advisors held 870 shares of Vanguard Morningstar Growth ETF worth $26K as of Q4 2019.
Vanguard Morningstar Growth ETF was a new CXI Advisors position in Q4 2019.
Vanguard Morningstar Growth ETF made up 0.06% of CXI Advisors's portfolio in Q4 2019, its #42 holding.
1,108 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.