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Hoxton Financial’s Vanguard Growth ETF VUG Stock Holding History

Hoxton Financial’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
2016
Q1 		$20K Buy
+1,128
New +$18.9K 0.01% 205
2015
Q3 		– Sell
-486
Closed -$9K – 378
2015
Q2 		$9K Buy
+486
New +$8.83K ﹤0.01% 243

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hoxton Financial's VUG Position: Q1 2016 in Review

Hoxton Financial opened a new position in Vanguard Growth ETF (VUG) in Q1 2016: 1,128 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Hoxton Financial previously reported a position in VUG as recently as Q2 2015.

Hoxton Financial first reported a position in VUG in Q2 2015 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold VUG as of Q1 2016.

  • Hoxton Financial held 1,128 shares of Vanguard Growth ETF worth $20K as of Q1 2016.
  • Vanguard Growth ETF was a new Hoxton Financial position in Q1 2016.
  • Vanguard Growth ETF made up 0.01% of Hoxton Financial's portfolio in Q1 2016, its #205 holding.
  • Hoxton Financial first reported a position in Vanguard Growth ETF in Q2 2015 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.