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FourThought Financial’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FourThought Financial’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
2022
Q3 		$130K Hold
3,648
– – 0.02% 379
2022
Q2 		$136K Hold
3,648
– – 0.02% 371
2022
Q1 		$175K Buy
+3,648
New +$173K 0.02% 359

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

FourThought Financial's VUG Position: Q3 2022 in Review

FourThought Financial held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2022 at 3,648 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #379.

FourThought Financial first reported a position in VUG in Q1 2022 and has held it in 3 quarters since. The position peaked at $175K in Q1 2022. 1,554 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

  • FourThought Financial held 3,648 shares of Vanguard Morningstar Growth ETF worth $130K as of Q3 2022.
  • FourThought Financial left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Growth ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #379 holding.
  • FourThought Financial first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • FourThought Financial's Vanguard Morningstar Growth ETF position peaked at $175K in Q1 2022.
  • 1,554 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.