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LeJeune Puetz Investment Counsel’s Vanguard Morningstar Growth ETF VUG Stock Holding History

LeJeune Puetz Investment Counsel’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 		$592K Buy
14,238
+2,202
+18% +$85.6K 0.21% 110
2022
Q4 		$427K Buy
+12,036
New +$443K 0.16% 121

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 $424B AUM 22.94% 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

LeJeune Puetz Investment Counsel's VUG Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Vanguard Morningstar Growth ETF (VUG) stake by 18% in Q1 2023, buying an estimated $85.6K and bringing the position to 14,238 shares worth $592K. The position accounts for 0.21% of the portfolio, ranked #110.

LeJeune Puetz Investment Counsel first reported a position in VUG in Q4 2022 and has held it in 2 quarters since. 1,718 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 14,238 shares of Vanguard Morningstar Growth ETF worth $592K as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 2,202 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $85.6K.
  • Vanguard Morningstar Growth ETF made up 0.21% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #110 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.