Kings Point Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Kings Point 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 Q1	$374K	Hold	7,806	–	–	0.03%	146
2021 Q4	$417K	Hold	7,806	–	–	0.03%	161
2021 Q3	$378K	Buy	7,806 +2,112	+37%	+$105K	0.03%	157
2021 Q2	$272K	Hold	5,694	–	–	0.02%	187
2021 Q1	$244K	Hold	5,694	–	–	0.02%	184
2020 Q4	$240K	Hold	5,694	–	–	0.03%	173
2020 Q3	$216K	Hold	5,694	–	–	0.03%	168
2020 Q2	$192K	Hold	5,694	–	–	0.03%	166
2020 Q1	$149K	Hold	5,694	–	–	0.03%	178
2019 Q4	$173K	Hold	5,694	–	–	0.03%	187
2019 Q3	$158K	Hold	5,694	–	–	0.03%	176
2019 Q2	$155K	Hold	5,694	–	–	0.03%	158
2019 Q1	$148K	Hold	5,694	–	–	0.03%	146
2018 Q4	$127K	Hold	5,694	–	–	0.03%	149
2018 Q3	$153K	Hold	5,694	–	–	0.03%	161
2018 Q2	$142K	Hold	5,694	–	–	0.03%	164
2018 Q1	$135K	Hold	5,694	–	–	0.03%	160
2017 Q4	$133K	Hold	5,694	–	–	0.03%	169
2017 Q3	$126K	Hold	5,694	–	–	0.03%	165
2017 Q2	$121K	Hold	5,694	–	–	0.03%	166
2017 Q1	$115K	Hold	5,694	–	–	0.03%	161
2016 Q4	$106K	Hold	5,694	–	–	0.03%	160
2016 Q3	$107K	Hold	5,694	–	–	0.03%	146
2016 Q2	$102K	Hold	5,694	–	–	0.03%	154
2016 Q1	$101K	Hold	5,694	–	–	0.03%	147
2015 Q4	$101K	Sell	5,694 -3,096	-35%	-$55.5K	0.03%	153
2015 Q3	$147K	Hold	8,790	–	–	0.04%	143
2015 Q2	$157K	Hold	8,790	–	–	0.04%	140
2015 Q1	$153K	Buy	8,790 +3,096	+54%	+$54.9K	0.04%	142
2014 Q4	$99K	Hold	5,694	–	–	0.03%	157
2014 Q3	$95K	Hold	5,694	–	–	0.03%	143
2014 Q2	$94K	Hold	5,694	–	–	0.03%	140
2014 Q1	$89K	Hold	5,694	–	–	0.03%	134
2013 Q4	$88K	Hold	5,694	–	–	0.03%	133
2013 Q3	$80K	Sell	5,694 -1,200	-17%	-$16.5K	0.03%	145
2013 Q2	$90K	Buy	+6,894	New	+$90.9K	0.04%	146

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kings Point Capital Management's VUG Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard Morningstar Growth ETF (VUG) position steady in Q1 2022 at 7,806 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #146.

Kings Point Capital Management first reported a position in VUG in Q2 2013 and has held it in 36 quarters since. The position peaked at $417K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

Kings Point Capital Management held 7,806 shares of Vanguard Morningstar Growth ETF worth $374K as of Q1 2022.
Kings Point Capital Management left its Vanguard Morningstar Growth ETF share count unchanged in Q1 2022.
Vanguard Morningstar Growth ETF made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #146 holding.
Kings Point Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's Vanguard Morningstar Growth ETF position peaked at $417K in Q4 2021.
1,635 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.