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Guidant Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$12K Hold
444
– – ﹤0.01% 251
2019
Q2 		$12K Hold
444
– – ﹤0.01% 250
2019
Q1 		$12K Buy
+444
New +$11K ﹤0.01% 253

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 $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Guidant Wealth Advisors's VUG Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q3 2019 at 444 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Guidant Wealth Advisors first reported a position in VUG in Q1 2019 and has held it in 3 quarters since. 937 funds tracked by Wall St. Rank hold VUG as of Q3 2019.

  • Guidant Wealth Advisors held 444 shares of Vanguard Growth ETF worth $12K as of Q3 2019.
  • Guidant Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q3 2019.
  • Vanguard Growth ETF made up ﹤0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #251 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2019 and has held it in 3 quarters since.
  • 937 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.