GFS Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

GFS Private Wealth’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
2017 Q4	$38.7M	Buy	+1,651,044	New	+$37.9M	13.27%	1

Other funds holding VUG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

GFS Private Wealth's VUG Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2017: 1,651,044 shares worth $38.7M. The stake represents 13.27% of the portfolio and ranks #1 among its holdings.

711 funds tracked by Wall St. Rank hold VUG as of Q4 2017.

GFS Private Wealth held 1,651,044 shares of Vanguard Morningstar Growth ETF worth $38.7M as of Q4 2017.
Vanguard Morningstar Growth ETF was a new GFS Private Wealth position in Q4 2017.
Vanguard Morningstar Growth ETF made up 13.27% of GFS Private Wealth's portfolio in Q4 2017, its #1 holding.
711 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.