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Jackson Financial Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Jackson Financial 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
2018
Q2 		– Sell
-9,000
Closed -$213K – 42
2018
Q1 		$213K Buy
+9,000
New +$219K 0.2% 37

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jackson Financial Management's VUG Position: Q2 2018 in Review

Jackson Financial Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2018, closing a stake of 9,000 shares — an estimated $213K sold.

Jackson Financial Management first reported a position in VUG in Q1 2018 and held it in 1 quarter. The position peaked at $213K in Q1 2018. 730 funds tracked by Wall St. Rank hold VUG as of Q2 2018.

  • Jackson Financial Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Jackson Financial Management sold 9,000 Vanguard Morningstar Growth ETF shares in Q2 2018, an estimated $213K.
  • Jackson Financial Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2018 and held it in 1 quarter.
  • Jackson Financial Management's Vanguard Morningstar Growth ETF position peaked at $213K in Q1 2018.
  • 730 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2018.

Based on Jackson Financial Management's 13F filing for Q2 2018, filed 18 Jul 2018.