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FutureAdvisor’s Vanguard Growth ETF VUG Stock Holding History

FutureAdvisor’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
2015
Q3 		$230K Buy
13,734
+1,974
+17% +$35K 0.04% 53
2015
Q2 		$212K Buy
+11,760
New +$214K 0.04% 56

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FutureAdvisor's VUG Position: Q3 2015 in Review

FutureAdvisor increased its Vanguard Growth ETF (VUG) stake by 17% in Q3 2015, buying an estimated $35K and bringing the position to 13,734 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #53.

FutureAdvisor first reported a position in VUG in Q2 2015 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold VUG as of Q3 2015.

  • FutureAdvisor held 13,734 shares of Vanguard Growth ETF worth $230K as of Q3 2015.
  • FutureAdvisor bought 1,974 Vanguard Growth ETF shares in Q3 2015, an estimated $35K.
  • Vanguard Growth ETF made up 0.04% of FutureAdvisor's portfolio in Q3 2015, its #53 holding.
  • FutureAdvisor first reported a position in Vanguard Growth ETF in Q2 2015 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.