EWM
VUG icon

Elite Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-34,602
Closed -$575K – 449
2014
Q3 		$575K Buy
34,602
+33,174
+2,323% +$552K 0.52% 42
2014
Q2 		$24K Sell
1,428
-4,044
-74% -$64.1K 0.02% 161
2014
Q1 		$85K Buy
+5,472
New +$84.9K 0.07% 91

Other funds holding VUG

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elite Wealth Management's VUG Position: Q4 2014 in Review

Elite Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2014, closing a stake of 34,602 shares — an estimated $575K sold.

Elite Wealth Management first reported a position in VUG in Q1 2014 and held it in 3 quarters. The position peaked at $575K in Q3 2014. 359 funds tracked by Wall St. Rank hold VUG as of Q4 2014.

  • Elite Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 34,602 Vanguard Morningstar Growth ETF shares in Q4 2014, an estimated $575K.
  • Elite Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2014 and held it in 3 quarters.
  • Elite Wealth Management's Vanguard Morningstar Growth ETF position peaked at $575K in Q3 2014.
  • 359 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.