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Hochman Cole Investment Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$3.79M Sell
78,414
-2,676
-3% -$133K 1.49% 21
2021
Q2 		$3.88M Sell
81,090
-2,856
-3% -$130K 1.55% 19
2021
Q1 		$3.6M Sell
83,946
-1,776
-2% -$76K 1.51% 20
2020
Q4 		$3.62M Sell
85,722
-5,922
-6% -$236K 1.56% 19
2020
Q3 		$3.48M Buy
91,644
+1,824
+2% +$67.3K 1.71% 17
2020
Q2 		$3.02M Buy
89,820
+888
+1% +$27.3K 1.67% 22
2020
Q1 		$2.32M Sell
88,932
-2,064
-2% -$61.8K 1.59% 19
2019
Q4 		$2.76M Sell
90,996
-1,728
-2% -$49.9K 1.51% 19
2019
Q3 		$2.57M Sell
92,724
-11,754
-11% -$326K 1.6% 17
2019
Q2 		$2.85M Sell
104,478
-1,146
-1% -$30.6K 1.7% 17
2019
Q1 		$2.75M Sell
105,624
-768
-0.7% -$19K 1.64% 19
2018
Q4 		$2.38M Buy
106,392
+294
+0.3% +$7.12K 1.64% 19
2018
Q3 		$2.85M Hold
106,098
– – 1.77% 17
2018
Q2 		$2.65M Sell
106,098
-3,372
-3% -$82.7K 1.74% 17
2018
Q1 		$2.59M Sell
109,470
-7,800
-7% -$190K 1.81% 17
2017
Q4 		$2.75M Sell
117,270
-22,554
-16% -$518K 1.73% 18
2017
Q3 		$3.09M Sell
139,824
-2,778
-2% -$60.4K 2.03% 16
2017
Q2 		$3.02M Sell
142,602
-16,212
-10% -$340K 2.09% 16
2017
Q1 		$3.22M Sell
158,814
-52,608
-25% -$1.04M 2.34% 14
2016
Q4 		$3.93M Sell
211,422
-7,884
-4% -$146K 2.85% 10
2016
Q3 		$4.1M Buy
219,306
+50,220
+30% +$934K 3.06% 8
2016
Q2 		$3.02M Sell
169,086
-2,226
-1% -$39.6K 2.48% 12
2016
Q1 		$3.04M Sell
171,312
-4,452
-3% -$74.6K 2.59% 11
2015
Q4 		$3.12M Buy
+175,764
New +$3.15M 2.64% 12

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
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 22.96% 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

Hochman Cole Investment Advisors's VUG Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 3.3% in Q3 2021, selling an estimated $133K and leaving 78,414 shares worth $3.79M. The position accounts for 1.49% of the portfolio, ranked #21.

Hochman Cole Investment Advisors first reported a position in VUG in Q4 2015 and has held it in 24 quarters since. The position peaked at $4.1M in Q3 2016. 1,428 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

  • Hochman Cole Investment Advisors held 78,414 shares of Vanguard Morningstar Growth ETF worth $3.79M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 2,676 Vanguard Morningstar Growth ETF shares in Q3 2021, an estimated $133K.
  • Vanguard Morningstar Growth ETF made up 1.49% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #21 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Morningstar Growth ETF position peaked at $4.1M in Q3 2016.
  • 1,428 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.