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Harrell Investment Partners’s Vanguard Growth ETF VUG Stock Holding History

Harrell Investment Partners’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
2021
Q4 		– Sell
-6,312
Closed -$305K – 103
2021
Q3 		$305K Hold
6,312
– – 0.1% 92
2021
Q2 		$302K Hold
6,312
– – 0.1% 90
2021
Q1 		$270K Hold
6,312
– – 0.1% 91
2020
Q4 		$267K Buy
+6,312
New +$252K 0.1% 83

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

Harrell Investment Partners's VUG Position: Q4 2021 in Review

Harrell Investment Partners sold out of Vanguard Growth ETF (VUG) in Q4 2021, closing a stake of 6,312 shares — an estimated $305K sold.

Harrell Investment Partners first reported a position in VUG in Q4 2020 and held it in 4 quarters. The position peaked at $305K in Q3 2021. 1,676 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • Harrell Investment Partners reported no remaining Vanguard Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Harrell Investment Partners sold 6,312 Vanguard Growth ETF shares in Q4 2021, an estimated $305K.
  • Harrell Investment Partners first reported a position in Vanguard Growth ETF in Q4 2020 and held it in 4 quarters.
  • Harrell Investment Partners's Vanguard Growth ETF position peaked at $305K in Q3 2021.
  • 1,676 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2021.

Based on Harrell Investment Partners's 13F filing for Q4 2021, filed 14 Feb 2022.