Gallagher Benefit Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gallagher Benefit Services’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 Q4	$6.77M	Buy	+190,254	New	+$7M	1.42%	18

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gallagher Benefit Services's VUG Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2022: 190,254 shares worth $6.77M. The stake represents 1.42% of the portfolio and ranks #18 among its holdings.

1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

Gallagher Benefit Services held 190,254 shares of Vanguard Morningstar Growth ETF worth $6.77M as of Q4 2022.
Vanguard Morningstar Growth ETF was a new Gallagher Benefit Services position in Q4 2022.
Vanguard Morningstar Growth ETF made up 1.42% of Gallagher Benefit Services's portfolio in Q4 2022, its #18 holding.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.