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Fernwood Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-414
Closed -$23.8K – 677
2024
Q1 		$23.8K Buy
+414
New +$22.8K 0.01% 428

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 22.9% 1-Year Est. Return
Axiom Advisory
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fernwood Investment Management's VUG Position: Q2 2024 in Review

Fernwood Investment Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2024, closing a stake of 414 shares — an estimated $23.8K sold.

Fernwood Investment Management first reported a position in VUG in Q1 2024 and held it in 1 quarter. The position peaked at $23.8K in Q1 2024. 2,160 funds tracked by Wall St. Rank hold VUG as of Q2 2024.

  • Fernwood Investment Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 414 Vanguard Morningstar Growth ETF shares in Q2 2024, an estimated $23.8K.
  • Fernwood Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard Morningstar Growth ETF position peaked at $23.8K in Q1 2024.
  • 2,160 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.