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LS Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

LS Investment Advisors’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
Q2 		– Sell
-1,950
Closed -$93K – 148
2022
Q1 		$93K Sell
1,950
-3,690
-65% -$175K 0.01% 127
2021
Q4 		$302K Hold
5,640
– – 0.05% 118
2021
Q3 		$273K Hold
5,640
– – 0.04% 134
2021
Q2 		$270K Hold
5,640
– – 0.03% 134
2021
Q1 		$242K Hold
5,640
– – 0.01% 679
2020
Q4 		$238K Buy
5,640
+3,690
+189% +$147K 0.01% 748
2020
Q3 		$74K Sell
1,950
-10,560
-84% -$390K ﹤0.01% 763
2020
Q2 		$421K Hold
12,510
– – 0.03% 430
2020
Q1 		$327K Buy
12,510
+6,870
+122% +$206K 0.02% 447
2019
Q4 		$171K Hold
5,640
– – 0.01% 883
2019
Q3 		$156K Hold
5,640
– – 0.01% 890
2019
Q2 		$154K Hold
5,640
– – 0.01% 905
2019
Q1 		$147K Hold
5,640
– – 0.01% 927
2018
Q4 		$126K Hold
5,640
– – 0.01% 949
2018
Q3 		$151K Hold
5,640
– – 0.01% 973
2018
Q2 		$141K Hold
5,640
– – 0.01% 1025
2018
Q1 		$133K Hold
5,640
– – 0.01% 1026
2017
Q4 		$132K Hold
5,640
– – 0.01% 1063
2017
Q3 		$125K Hold
5,640
– – 0.01% 1091
2017
Q2 		$119K Hold
5,640
– – 0.01% 1082
2017
Q1 		$114K Hold
5,640
– – 0.01% 1081
2016
Q4 		$105K Hold
5,640
– – 0.01% 1026
2016
Q3 		$106K Buy
5,640
+2,850
+102% +$53K 0.01% 991
2016
Q2 		$50K Hold
2,790
– – ﹤0.01% 1212
2016
Q1 		$50K Buy
2,790
+306
+12% +$5.13K ﹤0.01% 1174
2015
Q4 		$44K Buy
2,484
+756
+44% +$13.5K ﹤0.01% 1206
2015
Q3 		$29K Hold
1,728
– – ﹤0.01% 1359
2015
Q2 		$31K Hold
1,728
– – ﹤0.01% 1383
2015
Q1 		$30K Buy
+1,728
New +$30.6K ﹤0.01% 726

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

LS Investment Advisors's VUG Position: Q2 2022 in Review

LS Investment Advisors sold out of Vanguard Growth ETF (VUG) in Q2 2022, closing a stake of 1,950 shares — an estimated $93K sold.

LS Investment Advisors first reported a position in VUG in Q1 2015 and held it in 29 quarters. The position peaked at $421K in Q2 2020. 1,585 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • LS Investment Advisors reported no remaining Vanguard Growth ETF position as of Q2 2022 after selling out during the quarter.
  • LS Investment Advisors sold 1,950 Vanguard Growth ETF shares in Q2 2022, an estimated $93K.
  • LS Investment Advisors first reported a position in Vanguard Growth ETF in Q1 2015 and held it in 29 quarters.
  • LS Investment Advisors's Vanguard Growth ETF position peaked at $421K in Q2 2020.
  • 1,585 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2022.

Based on LS Investment Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.