MAM
VUG icon

McCarthy Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

McCarthy 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
2021
Q4 		– Sell
-816
Closed -$39K – 362
2021
Q3 		$39K Hold
816
– – 0.03% 97
2021
Q2 		$39K Hold
816
– – 0.03% 110
2021
Q1 		$35K Hold
816
– – 0.03% 112
2020
Q4 		$34K Buy
+816
New +$32.6K 0.03% 111

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McCarthy Asset Management's VUG Position: Q4 2021 in Review

McCarthy Asset Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2021, closing a stake of 816 shares — an estimated $39K sold.

McCarthy Asset Management first reported a position in VUG in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q3 2021. 1,676 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • McCarthy Asset Management reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 816 Vanguard Morningstar Growth ETF shares in Q4 2021, an estimated $39K.
  • McCarthy Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 4 quarters.
  • McCarthy Asset Management's Vanguard Morningstar Growth ETF position peaked at $39K in Q3 2021.
  • 1,676 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2021.

Based on McCarthy Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.