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Gyroscope Capital Management Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Gyroscope Capital Management Group’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
Q2 		– Sell
-4,800
Closed -$230K – 129
2022
Q1 		$230K Sell
4,800
-4,776
-50% -$226K 0.08% 106
2021
Q4 		$512K Hold
9,576
– – 0.18% 97
2021
Q3 		$463K Sell
9,576
-624
-6% -$31.1K 0.17% 101
2021
Q2 		$488K Hold
10,200
– – 0.17% 99
2021
Q1 		$437K Buy
+10,200
New +$436K 0.17% 98

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gyroscope Capital Management Group's VUG Position: Q2 2022 in Review

Gyroscope Capital Management Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2022, closing a stake of 4,800 shares — an estimated $230K sold.

Gyroscope Capital Management Group first reported a position in VUG in Q1 2021 and held it in 5 quarters. The position peaked at $512K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Gyroscope Capital Management Group reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 4,800 Vanguard Morningstar Growth ETF shares in Q2 2022, an estimated $230K.
  • Gyroscope Capital Management Group first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and held it in 5 quarters.
  • Gyroscope Capital Management Group's Vanguard Morningstar Growth ETF position peaked at $512K in Q4 2021.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

Based on Gyroscope Capital Management Group's 13F filing for Q2 2022, filed 8 Aug 2022.