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Osborn Williams & Donohoe’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-546
Closed -$15K – 660
2019
Q1 		$15K Buy
+546
New +$13.5K ﹤0.01% 588

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Osborn Williams & Donohoe's VUG Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2019, closing a stake of 546 shares — an estimated $15K sold.

Osborn Williams & Donohoe first reported a position in VUG in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 923 funds tracked by Wall St. Rank hold VUG as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 546 Vanguard Morningstar Growth ETF shares in Q2 2019, an estimated $15K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Morningstar Growth ETF position peaked at $15K in Q1 2019.
  • 923 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.