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Edelman Financial Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Edelman Financial Services’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
2018
Q4 		– Sell
-106,984,746
Closed -$2.87B – 28
2018
Q3 		$2.87B Sell
106,984,746
-2,235,888
-2% -$58.5M 26.12% 1
2018
Q2 		$2.73B Buy
109,220,634
+1,079,514
+1% +$26.5M 25.92% 1
2018
Q1 		$2.56B Buy
108,141,120
+36,676,818
+51% +$894M 25.32% 1
2017
Q4 		$1.68B Sell
71,464,302
-831,324
-1% -$19.1M 17.04% 2
2017
Q3 		$1.6B Buy
72,295,626
+1,004,976
+1% +$21.8M 17.18% 2
2017
Q2 		$1.51B Sell
71,290,650
-932,040
-1% -$19.5M 17.12% 2
2017
Q1 		$1.46B Buy
72,222,690
+1,639,728
+2% +$32.3M 17.25% 2
2016
Q4 		$1.31B Buy
70,582,962
+2,398,200
+4% +$44.4M 16.49% 2
2016
Q3 		$1.28B Buy
68,184,762
+1,232,964
+2% +$22.9M 16.71% 2
2016
Q2 		$1.2B Buy
66,951,798
+1,517,850
+2% +$27M 16.29% 2
2016
Q1 		$1.16B Buy
65,433,948
+1,774,566
+3% +$29.7M 16.77% 2
2015
Q4 		$1.13B Buy
63,659,382
+1,281,534
+2% +$23M 17.02% 2
2015
Q3 		$1.04B Sell
62,377,848
-152,802
-0.2% -$2.71M 16.86% 2
2015
Q2 		$1.12B Buy
62,530,650
+969,978
+2% +$17.6M 17.22% 2
2015
Q1 		$1.07B Sell
61,560,672
-11,912,622
-16% -$211M 16.74% 2
2014
Q4 		$1.28B Sell
73,473,294
-1,988,430
-3% -$33.8M 20.91% 2
2014
Q3 		$1.25B Buy
75,461,724
+1,872,060
+3% +$31.2M 21.55% 2
2014
Q2 		$1.21B Buy
73,589,664
+2,219,034
+3% +$35.2M 21% 2
2014
Q1 		$1.11B Buy
71,370,630
+1,829,754
+3% +$28.4M 20.76% 2
2013
Q4 		$1.08B Sell
69,540,876
-192,510
-0.3% -$2.84M 21.4% 2
2013
Q3 		$983M Buy
69,733,386
+2,648,364
+4% +$36.5M 20.01% 2
2013
Q2 		$874M Buy
+67,085,022
New +$885M 19.28% 2

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Edelman Financial Services's VUG Position: Q4 2018 in Review

Edelman Financial Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2018, closing a stake of 106,984,746 shares — an estimated $2.87B sold.

Edelman Financial Services first reported a position in VUG in Q2 2013 and held it in 22 quarters. The position peaked at $2.87B in Q3 2018. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

  • Edelman Financial Services reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 106,984,746 Vanguard Morningstar Growth ETF shares in Q4 2018, an estimated $2.87B.
  • Edelman Financial Services first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's Vanguard Morningstar Growth ETF position peaked at $2.87B in Q3 2018.
  • 833 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.