EWM
VUG icon

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

Elmwood 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
2022
Q1 		– Sell
-180
Closed -$10K – 326
2021
Q4 		$10K Buy
+180
New +$9.38K ﹤0.01% 289
2021
Q2 		$13K Buy
+276
New +$12.5K 0.01% 246

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elmwood Wealth Management's VUG Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2022, closing a stake of 180 shares — an estimated $10K sold.

Elmwood Wealth Management first reported a position in VUG in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 1,634 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 180 Vanguard Morningstar Growth ETF shares in Q1 2022, an estimated $10K.
  • Elmwood Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and held it in 2 quarters.
  • Elmwood Wealth Management's Vanguard Morningstar Growth ETF position peaked at $13K in Q2 2021.
  • 1,634 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.