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Murphy Capital Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Murphy Capital 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
2022
Q2 		– Sell
-6,084
Closed -$291K – 223
2022
Q1 		$291K Sell
6,084
-1,416
-19% -$67K 0.03% 193
2021
Q4 		$401K Buy
7,500
+1,524
+26% +$79.4K 0.04% 180
2021
Q3 		$289K Buy
5,976
+162
+3% +$8.06K 0.03% 193
2021
Q2 		$277K Buy
5,814
+6
+0.1% +$272 0.03% 201
2021
Q1 		$248K Buy
5,808
+144
+3% +$6.16K 0.03% 199
2020
Q4 		$239K Buy
5,664
+30
+0.5% +$1.2K 0.03% 191
2020
Q3 		$213K Buy
+5,634
New +$208K 0.03% 191
2020
Q1 		– Sell
-13,632
Closed -$413K – 228
2019
Q4 		$413K Buy
13,632
+1,182
+9% +$34.1K 0.06% 160
2019
Q3 		$345K Hold
12,450
– – 0.05% 186
2019
Q2 		$339K Sell
12,450
-300
-2% -$8.01K 0.05% 188
2019
Q1 		$332K Sell
12,750
-450
-3% -$11.1K 0.05% 191
2018
Q4 		$295K Buy
13,200
+600
+5% +$14.5K 0.05% 199
2018
Q3 		$338K Sell
12,600
-312
-2% -$8.16K 0.05% 205
2018
Q2 		$322K Hold
12,912
– – 0.05% 218
2018
Q1 		$305K Hold
12,912
– – 0.04% 214
2017
Q4 		$302K Sell
12,912
-1,080
-8% -$24.8K 0.04% 217
2017
Q3 		$309K Hold
13,992
– – 0.04% 217
2017
Q2 		$296K Hold
13,992
– – 0.04% 222
2017
Q1 		$283K Hold
13,992
– – 0.04% 230
2016
Q4 		$259K Hold
13,992
– – 0.04% 241
2016
Q3 		$261K Hold
13,992
– – 0.04% 247
2016
Q2 		$249K Sell
13,992
-300
-2% -$5.34K 0.04% 261
2016
Q1 		$253K Hold
14,292
– – 0.04% 256
2015
Q4 		$253K Sell
14,292
-318
-2% -$5.7K 0.04% 272
2015
Q3 		$244K Buy
14,610
+318
+2% +$5.64K 0.04% 259
2015
Q2 		$254K Sell
14,292
-822
-5% -$14.9K 0.04% 277
2015
Q1 		$263K Hold
15,114
– – 0.04% 278
2014
Q4 		$262K Hold
15,114
– – 0.04% 284
2014
Q3 		$251K Buy
15,114
+702
+5% +$11.7K 0.04% 292
2014
Q2 		$237K Buy
+14,412
New +$228K 0.04% 301

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

Murphy Capital Management's VUG Position: Q2 2022 in Review

Murphy Capital Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2022, closing a stake of 6,084 shares — an estimated $291K sold.

Murphy Capital Management first reported a position in VUG in Q2 2014 and held it in 30 quarters. The position peaked at $413K in Q4 2019. 1,586 funds tracked by Wall St. Rank hold VUG as of Q2 2022.

  • Murphy Capital Management reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Murphy Capital Management sold 6,084 Vanguard Morningstar Growth ETF shares in Q2 2022, an estimated $291K.
  • Murphy Capital Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2014 and held it in 30 quarters.
  • Murphy Capital Management's Vanguard Morningstar Growth ETF position peaked at $413K in Q4 2019.
  • 1,586 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.