HFM
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Hartford Financial Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hartford Financial Management’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
Q2 		– Sell
-450
Closed -$19K – 394
2021
Q1 		$19K Buy
+450
New +$19.3K ﹤0.01% 259

Other funds holding VUG

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Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hartford Financial Management's VUG Position: Q2 2021 in Review

Hartford Financial Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2021, closing a stake of 450 shares — an estimated $19K sold.

Hartford Financial Management first reported a position in VUG in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 1,416 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • Hartford Financial Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Hartford Financial Management sold 450 Vanguard Morningstar Growth ETF shares in Q2 2021, an estimated $19K.
  • Hartford Financial Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and held it in 1 quarter.
  • Hartford Financial Management's Vanguard Morningstar Growth ETF position peaked at $19K in Q1 2021.
  • 1,416 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2021.

Based on Hartford Financial Management's 13F filing for Q2 2021, filed 27 Jul 2021.