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Gerstein Fisher’s Vanguard Growth ETF VUG Stock Holding History

Gerstein Fisher’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
2016
Q3 		$304K Buy
+16,218
New +$302K 0.04% 322

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Gerstein Fisher's VUG Position: Q3 2016 in Review

Gerstein Fisher opened a new position in Vanguard Growth ETF (VUG) in Q3 2016: 16,218 shares worth $304K. The stake represents 0.04% of the portfolio and ranks #322 among its holdings.

461 funds tracked by Wall St. Rank hold VUG as of Q3 2016.

  • Gerstein Fisher held 16,218 shares of Vanguard Growth ETF worth $304K as of Q3 2016.
  • Vanguard Growth ETF was a new Gerstein Fisher position in Q3 2016.
  • Vanguard Growth ETF made up 0.04% of Gerstein Fisher's portfolio in Q3 2016, its #322 holding.
  • 461 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.