Meristem Family Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Meristem Family Wealth’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	$832K	Buy	17,358 +738	+4%	+$34.9K	0.09%	130
2021 Q4	$889K	Sell	16,620 -366	-2%	-$19.1K	0.08%	151
2021 Q3	$821K	Sell	16,986 -42	-0.2%	-$2.09K	0.08%	158
2021 Q2	$814K	Hold	17,028	–	–	0.13%	113
2021 Q1	$729K	Sell	17,028 -156	-0.9%	-$6.67K	0.15%	94
2020 Q4	$726K	Buy	17,184 +2,526	+17%	+$101K	0.15%	84
2020 Q3	$556K	Hold	14,658	–	–	0.14%	90
2020 Q2	$494K	Hold	14,658	–	–	0.14%	102
2020 Q1	$383K	Sell	14,658 -2,454	-14%	-$73.5K	0.12%	107
2019 Q4	$520K	Buy	17,112 +78	+0.5%	+$2.25K	0.13%	101
2019 Q3	$472K	Buy	+17,034	New	+$473K	0.13%	106

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

Meristem Family Wealth's VUG Position: Q1 2022 in Review

Meristem Family Wealth increased its Vanguard Morningstar Growth ETF (VUG) stake by 4.4% in Q1 2022, buying an estimated $34.9K and bringing the position to 17,358 shares worth $832K. The position accounts for 0.09% of the portfolio, ranked #130.

Meristem Family Wealth first reported a position in VUG in Q3 2019 and has held it in 11 quarters since. The position peaked at $889K in Q4 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

Meristem Family Wealth held 17,358 shares of Vanguard Morningstar Growth ETF worth $832K as of Q1 2022.
Meristem Family Wealth bought 738 Vanguard Morningstar Growth ETF shares in Q1 2022, an estimated $34.9K.
Vanguard Morningstar Growth ETF made up 0.09% of Meristem Family Wealth's portfolio in Q1 2022, its #130 holding.
Meristem Family Wealth first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and has held it in 11 quarters since.
Meristem Family Wealth's Vanguard Morningstar Growth ETF position peaked at $889K in Q4 2021.
1,635 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.