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Kapitalo Investimentos’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-683,220
Closed -$31M – 723
2023
Q3 		$31M Buy
+683,220
New +$32.3M 4.21% 6
2023
Q2 		– Sell
-912,000
Closed -$37.9M – 713
2023
Q1 		$37.9M Buy
+912,000
New +$35.5M 12.41% 1

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kapitalo Investimentos's VUG Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2023, closing a stake of 683,220 shares — an estimated $31M sold.

Kapitalo Investimentos first reported a position in VUG in Q1 2023 and held it in 2 quarters. The position peaked at $37.9M in Q1 2023. 2,042 funds tracked by Wall St. Rank hold VUG as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 683,220 Vanguard Morningstar Growth ETF shares in Q4 2023, an estimated $31M.
  • Kapitalo Investimentos first reported a position in Vanguard Morningstar Growth ETF in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Vanguard Morningstar Growth ETF position peaked at $37.9M in Q1 2023.
  • 2,042 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.