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David Rolfe’s Vanguard Morningstar Growth ETF VUG Stock Holding History

David Rolfe’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
2022
Q2 		– Sell
-11,760
Closed -$563K – 43
2022
Q1 		$563K Buy
+11,760
New +$556K 0.08% 31

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

David Rolfe's VUG Position: Q2 2022 in Review

David Rolfe sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2022, closing a stake of 11,760 shares — an estimated $563K sold.

David Rolfe first reported a position in VUG in Q1 2022 and held it in 1 quarter. The position peaked at $563K in Q1 2022. 1,586 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • David Rolfe reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • David Rolfe sold 11,760 Vanguard Morningstar Growth ETF shares in Q2 2022, an estimated $563K.
  • David Rolfe first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and held it in 1 quarter.
  • David Rolfe's Vanguard Morningstar Growth ETF position peaked at $563K in Q1 2022.
  • 1,586 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

Based on Wedgewood Partners's 13F filing for Q2 2022, filed 15 Aug 2022.