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FundX Investment Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

FundX Investment Group’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
Q4 		$1.53M Buy
28,590
+348
+1% +$18.1K 0.37% 28
2021
Q3 		$1.37M Buy
28,242
+1,146
+4% +$57K 0.65% 20
2021
Q2 		$11K Sell
27,096
-48,402
-64% -$2.2M 1.14% 6
2021
Q1 		$3.23M Sell
75,498
-1,034,676
-93% -$44.3M 1.83% 13
2020
Q4 		$46.9M Buy
1,110,174
+195,480
+21% +$7.8M 19.57% 1
2020
Q3 		$34.7M Buy
914,694
+641,466
+235% +$23.7M 13.34% 2
2020
Q2 		$9.2M Buy
273,228
+101,736
+59% +$3.13M 3.89% 12
2020
Q1 		$4.48M Buy
+171,492
New +$5.14M 1.65% 14
2018
Q4 		– Sell
-60,000
Closed -$1.61M – 56
2018
Q3 		$1.61M Buy
+60,000
New +$1.57M 0.89% 15
2016
Q1 		– Sell
-1,721,406
Closed -$30.5M – 35
2015
Q4 		$30.5M Buy
1,721,406
+9,282
+0.5% +$166K 10.04% 5
2015
Q3 		$28.6M Buy
1,712,124
+30,180
+2% +$535K 14.08% 4
2015
Q2 		$30M Sell
1,681,944
-24,522
-1% -$445K 12.44% 4
2015
Q1 		$30.6M Sell
1,706,466
-10,656
-0.6% -$189K 9.44% 5
2014
Q4 		$29.9M Buy
+1,717,122
New +$29.2M 8.96% 6

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 22.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FundX Investment Group's VUG Position: Q4 2021 in Review

FundX Investment Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.2% in Q4 2021, buying an estimated $18.1K and bringing the position to 28,590 shares worth $1.53M. The position accounts for 0.37% of the portfolio, ranked #28.

FundX Investment Group first reported a position in VUG in Q4 2014 and has held it in 14 quarters since. The position peaked at $46.9M in Q4 2020. 1,676 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • FundX Investment Group held 28,590 shares of Vanguard Morningstar Growth ETF worth $1.53M as of Q4 2021.
  • FundX Investment Group bought 348 Vanguard Morningstar Growth ETF shares in Q4 2021, an estimated $18.1K.
  • Vanguard Morningstar Growth ETF made up 0.37% of FundX Investment Group's portfolio in Q4 2021, its #28 holding.
  • FundX Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and has held it in 14 quarters since.
  • FundX Investment Group's Vanguard Morningstar Growth ETF position peaked at $46.9M in Q4 2020.
  • 1,676 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.