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Edge Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Edge Advisors’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
Q2 		$2.31M Sell
92,478
-3,498
-4% -$85.8K 0.21% 110
2018
Q1 		$2.27M Buy
95,976
+16,092
+20% +$392K 0.21% 107
2017
Q4 		$1.87M Buy
79,884
+75,354
+1,663% +$1.73M 0.18% 115
2017
Q3 		$100K Hold
4,530
– – 0.01% 390
2017
Q2 		$95K Hold
4,530
– – 0.01% 405
2017
Q1 		$91K Buy
+4,530
New +$89.4K 0.01% 419

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edge Advisors's VUG Position: Q2 2018 in Review

Edge Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.6% in Q2 2018, selling an estimated $85.8K and leaving 92,478 shares worth $2.31M. The position accounts for 0.21% of the portfolio, ranked #110.

Edge Advisors first reported a position in VUG in Q1 2017 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold VUG as of Q2 2018.

  • Edge Advisors held 92,478 shares of Vanguard Morningstar Growth ETF worth $2.31M as of Q2 2018.
  • Edge Advisors sold 3,498 Vanguard Morningstar Growth ETF shares in Q2 2018, an estimated $85.8K.
  • Vanguard Morningstar Growth ETF made up 0.21% of Edge Advisors's portfolio in Q2 2018, its #110 holding.
  • Edge Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 6 quarters since.
  • 730 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.