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Eubel Brady & Suttman Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Eubel Brady & Suttman Asset 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
Q3 		– Sell
-6,990
Closed -$299K – 340
2021
Q2 		$299K Sell
6,990
-6,990
-50% -$317K 0.03% 160
2021
Q1 		$598K Buy
13,980
+7,344
+111% +$314K 0.07% 69
2020
Q4 		$280K Buy
6,636
+888
+15% +$35.4K 0.07% 69
2020
Q3 		$218K Buy
+5,748
New +$212K 0.06% 69

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 22.9% 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

Eubel Brady & Suttman Asset Management's VUG Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2021, closing a stake of 6,990 shares — an estimated $299K sold.

Eubel Brady & Suttman Asset Management first reported a position in VUG in Q3 2020 and held it in 4 quarters. The position peaked at $598K in Q1 2021. 1,430 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 6,990 Vanguard Morningstar Growth ETF shares in Q3 2021, an estimated $299K.
  • Eubel Brady & Suttman Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2020 and held it in 4 quarters.
  • Eubel Brady & Suttman Asset Management's Vanguard Morningstar Growth ETF position peaked at $598K in Q1 2021.
  • 1,430 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.