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ETrade Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

ETrade Capital 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
2020
Q3 		$607K Buy
16,014
+1,308
+9% +$48.3K 0.01% 512
2020
Q2 		$495K Buy
14,706
+3,690
+33% +$113K 0.01% 534
2020
Q1 		$288K Buy
+11,016
New +$330K 0.01% 602

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ETrade Capital Management's VUG Position: Q3 2020 in Review

ETrade Capital Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 8.9% in Q3 2020, buying an estimated $48.3K and bringing the position to 16,014 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #512.

ETrade Capital Management first reported a position in VUG in Q1 2020 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold VUG as of Q3 2020.

  • ETrade Capital Management held 16,014 shares of Vanguard Morningstar Growth ETF worth $607K as of Q3 2020.
  • ETrade Capital Management bought 1,308 Vanguard Morningstar Growth ETF shares in Q3 2020, an estimated $48.3K.
  • Vanguard Morningstar Growth ETF made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #512 holding.
  • ETrade Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 3 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.