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Goldstein Munger & Associates’s Vanguard Growth ETF VUG Stock Holding History

Goldstein Munger & Associates’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
Q3 		$438K Hold
12,288
– – 0.14% 27
2022
Q2 		$456K Sell
12,288
-22,800
-65% -$937K 0.14% 27
2022
Q1 		$1.68M Hold
35,088
– – 0.44% 20
2021
Q4 		$1.88M Hold
35,088
– – 0.47% 19
2021
Q3 		$1.7M Hold
35,088
– – 0.46% 19
2021
Q2 		$1.68M Sell
35,088
-1,620
-4% -$73.6K 0.44% 19
2021
Q1 		$1.57M Hold
36,708
– – 0.44% 19
2020
Q4 		$1.55M Hold
36,708
– – 0.46% 19
2020
Q3 		$1.39M Hold
36,708
– – 0.47% 21
2020
Q2 		$1.24M Buy
36,708
+66
+0.2% +$2.03K 0.47% 21
2020
Q1 		$957K Hold
36,642
– – 0.47% 18
2019
Q4 		$1.11M Buy
36,642
+66
+0.2% +$1.91K 0.45% 19
2019
Q3 		$1.01M Hold
36,576
– – 0.45% 19
2019
Q2 		$996K Hold
36,576
– – 0.43% 19
2019
Q1 		$954K Hold
36,576
– – 0.42% 21
2018
Q4 		$819K Hold
36,576
– – 0.4% 21
2018
Q3 		$982K Hold
36,576
– – 0.42% 19
2018
Q2 		$913K Hold
36,576
– – 0.39% 20
2018
Q1 		$865K Buy
36,576
+1,836
+5% +$44.8K 0.37% 20
2017
Q4 		$814K Buy
34,740
+22,500
+184% +$516K 0.35% 21
2017
Q3 		$271K Hold
12,240
– – 0.12% 32
2017
Q2 		$259K Sell
12,240
-960
-7% -$20.1K 0.12% 33
2017
Q1 		$268K Hold
13,200
– – 0.12% 39
2016
Q4 		$245K Buy
+13,200
New +$244K 0.11% 36

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldstein Munger & Associates's VUG Position: Q3 2022 in Review

Goldstein Munger & Associates held its Vanguard Growth ETF (VUG) position steady in Q3 2022 at 12,288 shares worth $438K. The position accounts for 0.14% of the portfolio, ranked #27.

Goldstein Munger & Associates first reported a position in VUG in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.88M in Q4 2021. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

  • Goldstein Munger & Associates held 12,288 shares of Vanguard Growth ETF worth $438K as of Q3 2022.
  • Goldstein Munger & Associates left its Vanguard Growth ETF share count unchanged in Q3 2022.
  • Vanguard Growth ETF made up 0.14% of Goldstein Munger & Associates's portfolio in Q3 2022, its #27 holding.
  • Goldstein Munger & Associates first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 24 quarters since.
  • Goldstein Munger & Associates's Vanguard Growth ETF position peaked at $1.88M in Q4 2021.
  • 1,553 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.