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Itau Unibanco Holding S.A.’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Itau Unibanco Holding S.A.’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
2017
Q2 		– Sell
-9,492
Closed -$192K – 756
2017
Q1 		$192K Sell
9,492
-756
-7% -$14.9K 0.02% 106
2016
Q4 		$190K Sell
10,248
-1,122
-10% -$20.8K 0.02% 104
2016
Q3 		$213K Buy
+11,370
New +$212K 0.02% 109

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Itau Unibanco Holding S.A.'s VUG Position: Q2 2017 in Review

Itau Unibanco Holding S.A. sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2017, closing a stake of 9,492 shares — an estimated $192K sold.

Itau Unibanco Holding S.A. first reported a position in VUG in Q3 2016 and held it in 3 quarters. The position peaked at $213K in Q3 2016. 597 funds tracked by Wall St. Rank hold VUG as of Q2 2017.

  • Itau Unibanco Holding S.A. reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 9,492 Vanguard Morningstar Growth ETF shares in Q2 2017, an estimated $192K.
  • Itau Unibanco Holding S.A. first reported a position in Vanguard Morningstar Growth ETF in Q3 2016 and held it in 3 quarters.
  • Itau Unibanco Holding S.A.'s Vanguard Morningstar Growth ETF position peaked at $213K in Q3 2016.
  • 597 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2017, filed 14 Aug 2017.