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Emery Howard Portfolio Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Emery Howard Portfolio 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
2021
Q4 		$244K Buy
4,566
+6
+0.1% +$313 0.03% 45
2021
Q3 		$221K Hold
4,560
– – 0.03% 45
2021
Q2 		$218K Buy
+4,560
New +$207K 0.03% 46

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 22.96% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Emery Howard Portfolio Management's VUG Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.13% in Q4 2021, buying an estimated $313 and bringing the position to 4,566 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #45.

Emery Howard Portfolio Management first reported a position in VUG in Q2 2021 and has held it in 3 quarters since. 1,675 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • Emery Howard Portfolio Management held 4,566 shares of Vanguard Morningstar Growth ETF worth $244K as of Q4 2021.
  • Emery Howard Portfolio Management bought 6 Vanguard Morningstar Growth ETF shares in Q4 2021, an estimated $313.
  • Vanguard Morningstar Growth ETF made up 0.03% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #45 holding.
  • Emery Howard Portfolio Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2021 and has held it in 3 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.