LAM
VUG icon

Lakewood Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-1,212
Closed -$43K – 297
2022
Q4 		$43K Buy
+1,212
New +$44.6K 0.03% 186

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lakewood Asset Management's VUG Position: Q1 2023 in Review

Lakewood Asset Management sold out of Vanguard Growth ETF (VUG) in Q1 2023, closing a stake of 1,212 shares — an estimated $43K sold.

Lakewood Asset Management first reported a position in VUG in Q4 2022 and held it in 1 quarter. The position peaked at $43K in Q4 2022. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Lakewood Asset Management reported no remaining Vanguard Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,212 Vanguard Growth ETF shares in Q1 2023, an estimated $43K.
  • Lakewood Asset Management first reported a position in Vanguard Growth ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Vanguard Growth ETF position peaked at $43K in Q4 2022.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.