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Eagle Ridge Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Eagle Ridge Investment Management’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
2021
Q4 		– Sell
-4,422
Closed -$214K – 161
2021
Q3 		$214K Hold
4,422
– – 0.02% 141
2021
Q2 		$211K Buy
+4,422
New +$201K 0.02% 135
2020
Q4 		– Sell
-6,048
Closed -$229K – 147
2020
Q3 		$229K Buy
+6,048
New +$223K 0.03% 133

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 22.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eagle Ridge Investment Management's VUG Position: Q4 2021 in Review

Eagle Ridge Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2021, closing a stake of 4,422 shares — an estimated $214K sold.

Eagle Ridge Investment Management first reported a position in VUG in Q3 2020 and held it in 3 quarters. The position peaked at $229K in Q3 2020. 1,676 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • Eagle Ridge Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 4,422 Vanguard Morningstar Growth ETF shares in Q4 2021, an estimated $214K.
  • Eagle Ridge Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and held it in 3 quarters.
  • Eagle Ridge Investment Management's Vanguard Morningstar Growth ETF position peaked at $229K in Q3 2020.
  • 1,676 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2021.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2021, filed 19 Jan 2022.