MFWM
VUG icon

Motley Fool Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Motley Fool Wealth 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
2015
Q2 		– Sell
-12,222
Closed -$213K – 167
2015
Q1 		$213K Buy
+12,222
New +$217K 0.04% 145

Other funds holding VUG

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Motley Fool Wealth Management's VUG Position: Q2 2015 in Review

Motley Fool Wealth Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2015, closing a stake of 12,222 shares — an estimated $213K sold.

Motley Fool Wealth Management first reported a position in VUG in Q1 2015 and held it in 1 quarter. The position peaked at $213K in Q1 2015. 376 funds tracked by Wall St. Rank hold VUG as of Q2 2015.

  • Motley Fool Wealth Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Motley Fool Wealth Management sold 12,222 Vanguard Morningstar Growth ETF shares in Q2 2015, an estimated $213K.
  • Motley Fool Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2015 and held it in 1 quarter.
  • Motley Fool Wealth Management's Vanguard Morningstar Growth ETF position peaked at $213K in Q1 2015.
  • 376 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2015.

Based on Motley Fool Wealth Management's 13F filing for Q2 2015, filed 11 Aug 2015.