Karp Capital Management’s Vanguard Growth ETF VUG Stock Holding History

Karp Capital 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
2022 Q3	–	Sell	-51,930	Closed	-$1.93M	–	153
2022 Q2	$1.93M	Buy	+51,930	New	+$2.13M	0.34%	82
2022 Q1	–	Sell	-5,352	Closed	-$286K	–	165
2021 Q4	$286K	Buy	+5,352	New	+$279K	0.04%	127
2019 Q1	–	Sell	-1,386	Closed	-$31K	–	370
2018 Q4	$31K	Buy	+1,386	New	+$33.6K	0.01%	180

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Karp Capital Management's VUG Position: Q3 2022 in Review

Karp Capital Management sold out of Vanguard Growth ETF (VUG) in Q3 2022, closing a stake of 51,930 shares — an estimated $1.93M sold.

Karp Capital Management first reported a position in VUG in Q4 2018 and held it in 3 quarters. The position peaked at $1.93M in Q2 2022. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

Karp Capital Management reported no remaining Vanguard Growth ETF position as of Q3 2022 after selling out during the quarter.
Karp Capital Management sold 51,930 Vanguard Growth ETF shares in Q3 2022, an estimated $1.93M.
Karp Capital Management first reported a position in Vanguard Growth ETF in Q4 2018 and held it in 3 quarters.
Karp Capital Management's Vanguard Growth ETF position peaked at $1.93M in Q2 2022.
1,553 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.