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Fithian’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Fithian’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
Q1 		$203K Buy
+4,896
New +$190K 0.43% 17

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fithian's VUG Position: Q1 2023 in Review

Fithian opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2023: 4,896 shares worth $203K. The stake represents 0.43% of the portfolio and ranks #17 among its holdings.

1,718 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Fithian held 4,896 shares of Vanguard Morningstar Growth ETF worth $203K as of Q1 2023.
  • Vanguard Morningstar Growth ETF was a new Fithian position in Q1 2023.
  • Vanguard Morningstar Growth ETF made up 0.43% of Fithian's portfolio in Q1 2023, its #17 holding.
  • 1,718 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

Based on Fithian's 13F filing for Q1 2023, filed 3 May 2023.