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Iridian Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Iridian Asset Management’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
Q2 		– Sell
-134,676
Closed -$5.77M – 138
2021
Q1 		$5.77M Buy
134,676
+24,198
+22% +$1.04M 0.1% 59
2020
Q4 		$4.67M Buy
110,478
+18,564
+20% +$741K 0.08% 57
2020
Q3 		$3.49M Sell
91,914
-8,688
-9% -$321K 0.08% 45
2020
Q2 		$3.39M Buy
100,602
+20,904
+26% +$643K 0.07% 46
2020
Q1 		$2.08M Buy
+79,698
New +$2.39M 0.05% 48

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Iridian Asset Management's VUG Position: Q2 2021 in Review

Iridian Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2021, closing a stake of 134,676 shares — an estimated $5.77M sold.

Iridian Asset Management first reported a position in VUG in Q1 2020 and held it in 5 quarters. The position peaked at $5.77M in Q1 2021. 1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • Iridian Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Iridian Asset Management sold 134,676 Vanguard Morningstar Growth ETF shares in Q2 2021, an estimated $5.77M.
  • Iridian Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and held it in 5 quarters.
  • Iridian Asset Management's Vanguard Morningstar Growth ETF position peaked at $5.77M in Q1 2021.
  • 1,415 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2021.

Based on Iridian Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.