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DB Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History

DB Wealth Management Group’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
2023
Q4 		$2.55M Buy
49,128
+13,080
+36% +$631K 1.45% 17
2023
Q3 		$1.64M Buy
36,048
+35,688
+9,913% +$1.69M 1.03% 23
2023
Q2 		$17K Buy
+360
New +$15.6K 0.01% 243

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DB Wealth Management Group's VUG Position: Q4 2023 in Review

DB Wealth Management Group increased its Vanguard Growth ETF (VUG) stake by 36% in Q4 2023, buying an estimated $631K and bringing the position to 49,128 shares worth $2.55M. The position accounts for 1.45% of the portfolio, ranked #17.

DB Wealth Management Group first reported a position in VUG in Q2 2023 and has held it in 3 quarters since. 2,041 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

  • DB Wealth Management Group held 49,128 shares of Vanguard Growth ETF worth $2.55M as of Q4 2023.
  • DB Wealth Management Group bought 13,080 Vanguard Growth ETF shares in Q4 2023, an estimated $631K.
  • Vanguard Growth ETF made up 1.45% of DB Wealth Management Group's portfolio in Q4 2023, its #17 holding.
  • DB Wealth Management Group first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 3 quarters since.
  • 2,041 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.