Echo Street Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-22,242	Closed	-$1.01M	–	415
2023 Q3	$1.01M	Hold	22,242	–	–	0.01%	144
2023 Q2	$1.05M	Sell	22,242 -390	-2%	-$16.9K	0.01%	135
2023 Q1	$941K	Sell	22,632 -1,044	-4%	-$40.6K	0.01%	133
2022 Q4	$841K	Sell	23,676 -2,190	-8%	-$80.6K	0.01%	181
2022 Q3	$922K	Buy	+25,866	New	+$1.04M	0.01%	163

Other funds holding VUG

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

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

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Echo Street Capital Management's VUG Position: Q4 2023 in Review

Echo Street Capital Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2023, closing a stake of 22,242 shares — an estimated $1.01M sold.

Echo Street Capital Management first reported a position in VUG in Q3 2022 and held it in 5 quarters. The position peaked at $1.05M in Q2 2023. 2,042 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

Echo Street Capital Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 22,242 Vanguard Morningstar Growth ETF shares in Q4 2023, an estimated $1.01M.
Echo Street Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2022 and held it in 5 quarters.
Echo Street Capital Management's Vanguard Morningstar Growth ETF position peaked at $1.05M in Q2 2023.
2,042 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.