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Gibson Capital’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gibson Capital’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
2020
Q1 		– Sell
-43,578
Closed -$1.32M – 41
2019
Q4 		$1.32M Sell
43,578
-1,218
-3% -$35.2K 0.44% 12
2019
Q3 		$1.24M Buy
+44,796
New +$1.24M 0.45% 11

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gibson Capital's VUG Position: Q1 2020 in Review

Gibson Capital sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2020, closing a stake of 43,578 shares — an estimated $1.32M sold.

Gibson Capital first reported a position in VUG in Q3 2019 and held it in 2 quarters. The position peaked at $1.32M in Q4 2019. 1,063 funds tracked by Wall St. Rank hold VUG as of Q1 2020.

  • Gibson Capital reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Gibson Capital sold 43,578 Vanguard Morningstar Growth ETF shares in Q1 2020, an estimated $1.32M.
  • Gibson Capital first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and held it in 2 quarters.
  • Gibson Capital's Vanguard Morningstar Growth ETF position peaked at $1.32M in Q4 2019.
  • 1,063 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2020.

Based on Gibson Capital's 13F filing for Q1 2020, filed 21 Apr 2020.