Migdal Insurance & Financial Holdings’s Vanguard Growth ETF VUG Stock Holding History

Migdal Insurance & Financial Holdings’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 Q2	–	Sell	-7,200	Closed	-$299K	–	532
2023 Q1	$299K	Hold	7,200	–	–	0.01%	220
2022 Q4	$256K	Hold	7,200	–	–	0.01%	207
2022 Q3	$257K	Hold	7,200	–	–	0.01%	205
2022 Q2	$267K	Hold	7,200	–	–	0.01%	216
2022 Q1	$345K	Hold	7,200	–	–	0.01%	242
2021 Q4	$385K	Hold	7,200	–	–	﹤0.01%	256
2021 Q3	$348K	Hold	7,200	–	–	﹤0.01%	259
2021 Q2	$344K	Buy	+7,200	New	+$327K	﹤0.01%	284

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Migdal Insurance & Financial Holdings's VUG Position: Q2 2023 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Growth ETF (VUG) in Q2 2023, closing a stake of 7,200 shares — an estimated $299K sold.

Migdal Insurance & Financial Holdings first reported a position in VUG in Q2 2021 and held it in 8 quarters. The position peaked at $385K in Q4 2021. 1,822 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

Migdal Insurance & Financial Holdings reported no remaining Vanguard Growth ETF position as of Q2 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 7,200 Vanguard Growth ETF shares in Q2 2023, an estimated $299K.
Migdal Insurance & Financial Holdings first reported a position in Vanguard Growth ETF in Q2 2021 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's Vanguard Growth ETF position peaked at $385K in Q4 2021.
1,822 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2023, filed 24 Jul 2023.