Edge Advisors’s Vanguard 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Edge Advisors's VUG Position: Q2 2018 in Review

Edge Advisors reduced its Vanguard 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. 732 funds tracked by Wall St. Rank hold VUG as of Q2 2018.

Edge Advisors held 92,478 shares of Vanguard Growth ETF worth $2.31M as of Q2 2018.
Edge Advisors sold 3,498 Vanguard Growth ETF shares in Q2 2018, an estimated $85.8K.
Vanguard 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 Growth ETF in Q1 2017 and has held it in 6 quarters since.
732 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2018.

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