HC Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

HC Financial 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
2022 Q2	$27K	Buy	720 +450	+167%	+$18.5K	0.02%	168
2022 Q1	$13K	Hold	270	–	–	0.01%	221
2021 Q4	$14K	Sell	270 -54	-17%	-$2.81K	0.01%	232
2021 Q3	$16K	Buy	324 +54	+20%	+$2.69K	0.01%	208
2021 Q2	$13K	Hold	270	–	–	0.01%	229
2021 Q1	$12K	Sell	270 -156	-37%	-$6.67K	0.01%	243
2020 Q4	$18K	Sell	426 -540	-56%	-$21.6K	0.01%	209
2020 Q3	$37K	Buy	966 +66	+7%	+$2.44K	0.03%	139
2020 Q2	$30K	Hold	900	–	–	0.02%	149
2020 Q1	$24K	Buy	+900	New	+$27K	0.02%	161

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

HC Financial Advisors's VUG Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 167% in Q2 2022, buying an estimated $18.5K and bringing the position to 720 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #168.

HC Financial Advisors first reported a position in VUG in Q1 2020 and has held it in 10 quarters since. The position peaked at $37K in Q3 2020. 1,586 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

HC Financial Advisors held 720 shares of Vanguard Morningstar Growth ETF worth $27K as of Q2 2022.
HC Financial Advisors bought 450 Vanguard Morningstar Growth ETF shares in Q2 2022, an estimated $18.5K.
Vanguard Morningstar Growth ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #168 holding.
HC Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $37K in Q3 2020.
1,586 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.