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Investors Financial Group’s Vanguard Growth ETF VUG Stock Holding History

Investors Financial Group’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
Q1 		– Sell
-23,952
Closed -$1.28M – 189
2021
Q4 		$1.28M Buy
23,952
+1,836
+8% +$95.6K 0.6% 45
2021
Q3 		$1.07M Buy
22,116
+3,942
+22% +$196K 0.57% 47
2021
Q2 		$869K Buy
18,174
+3,756
+26% +$171K 0.47% 61
2021
Q1 		$618K Sell
14,418
-3,750
-21% -$160K 0.36% 78
2020
Q4 		$767K Buy
18,168
+9,864
+119% +$394K 0.51% 57
2020
Q3 		$315K Sell
8,304
-8,280
-50% -$306K 0.24% 107
2020
Q2 		$559K Buy
+16,584
New +$510K 0.46% 67
2020
Q1 		– Sell
-13,356
Closed -$406K – 144
2019
Q4 		$406K Buy
+13,356
New +$386K 0.33% 79

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investors Financial Group's VUG Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Growth ETF (VUG) in Q1 2022, closing a stake of 23,952 shares — an estimated $1.28M sold.

Investors Financial Group first reported a position in VUG in Q4 2019 and held it in 8 quarters. The position peaked at $1.28M in Q4 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

  • Investors Financial Group reported no remaining Vanguard Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 23,952 Vanguard Growth ETF shares in Q1 2022, an estimated $1.28M.
  • Investors Financial Group first reported a position in Vanguard Growth ETF in Q4 2019 and held it in 8 quarters.
  • Investors Financial Group's Vanguard Growth ETF position peaked at $1.28M in Q4 2021.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.