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

Huber 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
2020 Q1	$536K	Buy	20,526 +2,052	+11%	+$61.5K	0.2%	61
2019 Q4	$561K	Sell	18,474 -636	-3%	-$18.4K	0.19%	63
2019 Q3	$530K	Buy	19,110 +654	+4%	+$18.1K	0.21%	60
2019 Q2	$503K	Buy	18,456 +348	+2%	+$9.29K	0.22%	60
2019 Q1	$472K	Sell	18,108 -3,216	-15%	-$79.4K	0.23%	63
2018 Q4	$477K	Buy	21,324 +9,156	+75%	+$222K	0.26%	53
2018 Q3	$327K	Sell	12,168 -210	-2%	-$5.49K	0.25%	71
2018 Q2	$309K	Sell	12,378 -72	-0.6%	-$1.77K	0.28%	72
2018 Q1	$294K	Buy	12,450 +18	+0.1%	+$439	0.29%	68
2017 Q4	$291K	Buy	+12,432	New	+$285K	0.32%	60

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Huber Financial Advisors's VUG Position: Q1 2020 in Review

Huber Financial Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 11% in Q1 2020, buying an estimated $61.5K and bringing the position to 20,526 shares worth $536K. The position accounts for 0.2% of the portfolio, ranked #61.

Huber Financial Advisors first reported a position in VUG in Q4 2017 and has held it in 10 quarters since. The position peaked at $561K in Q4 2019. 1,063 funds tracked by Wall St. Rank hold VUG as of Q1 2020.

Huber Financial Advisors held 20,526 shares of Vanguard Morningstar Growth ETF worth $536K as of Q1 2020.
Huber Financial Advisors bought 2,052 Vanguard Morningstar Growth ETF shares in Q1 2020, an estimated $61.5K.
Vanguard Morningstar Growth ETF made up 0.2% of Huber Financial Advisors's portfolio in Q1 2020, its #61 holding.
Huber Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $561K in Q4 2019.
1,063 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.