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

Endurance 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
2023 Q2	$21K	Hold	450	–	–	﹤0.01%	424
2023 Q1	$19K	Hold	450	–	–	﹤0.01%	443
2022 Q4	$16K	Buy	450 +108	+32%	+$3.97K	﹤0.01%	438
2022 Q3	$12K	Hold	342	–	–	﹤0.01%	464
2022 Q2	$13K	Hold	342	–	–	﹤0.01%	469
2022 Q1	$16K	Hold	342	–	–	﹤0.01%	479
2021 Q4	$18K	Hold	342	–	–	﹤0.01%	461
2021 Q3	$17K	Hold	342	–	–	﹤0.01%	481
2021 Q2	$16K	Hold	342	–	–	﹤0.01%	487
2021 Q1	$15K	Hold	342	–	–	﹤0.01%	495
2020 Q4	$14K	Hold	342	–	–	﹤0.01%	460
2020 Q3	$13K	Hold	342	–	–	﹤0.01%	446
2020 Q2	$12K	Hold	342	–	–	﹤0.01%	452
2020 Q1	$9K	Hold	342	–	–	﹤0.01%	439
2019 Q4	$10K	Buy	342 +60	+21%	+$1.73K	﹤0.01%	425
2019 Q3	$8K	Hold	282	–	–	﹤0.01%	436
2019 Q2	$8K	Hold	282	–	–	﹤0.01%	398
2019 Q1	$7K	Hold	282	–	–	﹤0.01%	406
2018 Q4	$6K	Hold	282	–	–	﹤0.01%	411
2018 Q3	$8K	Hold	282	–	–	﹤0.01%	411
2018 Q2	$7K	Hold	282	–	–	﹤0.01%	423
2018 Q1	$7K	Hold	282	–	–	﹤0.01%	447
2017 Q4	$7K	Hold	282	–	–	﹤0.01%	436
2017 Q3	$6K	Hold	282	–	–	﹤0.01%	435
2017 Q2	$6K	Hold	282	–	–	﹤0.01%	440
2017 Q1	$6K	Buy	+282	New	+$5.56K	﹤0.01%	443

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Endurance Wealth Management's VUG Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2023 at 450 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Endurance Wealth Management first reported a position in VUG in Q1 2017 and has held it in 26 quarters since. 1,822 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

Endurance Wealth Management held 450 shares of Vanguard Morningstar Growth ETF worth $21K as of Q2 2023.
Endurance Wealth Management left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2023.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #424 holding.
Endurance Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 26 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.