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Milestone Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Milestone 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
Q3 		$59K Hold
1,662
– – 0.07% 100
2022
Q2 		$62K Hold
1,662
– – 0.07% 97
2022
Q1 		$89K Hold
1,662
– – 0.07% 92
2021
Q4 		$89K Buy
+1,662
New +$86.6K 0.07% 92

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Milestone Wealth's VUG Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2022 at 1,662 shares worth $59K. The position accounts for 0.07% of the portfolio, ranked #100.

Milestone Wealth first reported a position in VUG in Q4 2021 and has held it in 4 quarters since. The position peaked at $89K in Q1 2022. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

  • Milestone Wealth held 1,662 shares of Vanguard Morningstar Growth ETF worth $59K as of Q3 2022.
  • Milestone Wealth left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Growth ETF made up 0.07% of Milestone Wealth's portfolio in Q3 2022, its #100 holding.
  • Milestone Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Morningstar Growth ETF position peaked at $89K in Q1 2022.
  • 1,553 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.