Evensky & Katz’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Evensky & Katz’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
2019 Q4	–	Sell	-42	Closed	-$1K	–	112
2019 Q3	$1K	Buy	42 +6	+17%	+$166	﹤0.01%	112
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	109
2019 Q1	$1K	Hold	36	–	–	﹤0.01%	112
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	73
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	65
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	65
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	62
2017 Q4	$1K	Hold	36	–	–	﹤0.01%	51
2017 Q3	$1K	Hold	36	–	–	﹤0.01%	51
2017 Q2	$1K	Hold	36	–	–	﹤0.01%	48
2017 Q1	$1K	Hold	36	–	–	﹤0.01%	48
2016 Q4	$1K	Sell	36 -72	-67%	-$1.33K	﹤0.01%	48
2016 Q3	$2K	Buy	108 +72	+200%	+$1.34K	﹤0.01%	45
2016 Q2	$1K	Hold	36	–	–	﹤0.01%	50
2016 Q1	$1K	Hold	36	–	–	﹤0.01%	50
2015 Q4	$1K	Hold	36	–	–	﹤0.01%	48
2015 Q3	$1K	Sell	36 -1,530	-98%	-$27.1K	﹤0.01%	48
2015 Q2	$27K	Hold	1,566	–	–	0.01%	43
2015 Q1	$27K	Sell	1,566 -36	-2%	-$638	0.01%	43
2014 Q4	$27K	Hold	1,602	–	–	0.01%	37
2014 Q3	$27K	Buy	1,602 +1,566	+4,350%	+$26.1K	0.01%	39
2014 Q2	$1K	Hold	36	–	–	﹤0.01%	35
2014 Q1	$5K	Hold	36	–	–	﹤0.01%	31
2013 Q4	$5K	Hold	36	–	–	﹤0.01%	32
2013 Q3	$5K	Hold	36	–	–	﹤0.01%	31
2013 Q2	$4K	Buy	+36	New	+$475	﹤0.01%	32

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Evensky & Katz's VUG Position: Q4 2019 in Review

Evensky & Katz sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2019, closing a stake of 42 shares — an estimated $1K sold.

Evensky & Katz first reported a position in VUG in Q2 2013 and held it in 26 quarters. The position peaked at $27K in Q2 2015. 1,108 funds tracked by Wall St. Rank hold VUG as of Q4 2019.

Evensky & Katz reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2019 after selling out during the quarter.
Evensky & Katz sold 42 Vanguard Morningstar Growth ETF shares in Q4 2019, an estimated $1K.
Evensky & Katz first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and held it in 26 quarters.
Evensky & Katz's Vanguard Morningstar Growth ETF position peaked at $27K in Q2 2015.
1,108 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2019.

Based on Evensky & Katz's 13F filing for Q4 2019, filed 13 Feb 2020.