PJB
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Paul John Balson’s Vanguard Growth ETF VUG Stock Holding History

Paul John Balson’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
2020
Q4 		$3M Buy
71,028
+8,442
+13% +$337K 0.62% 11
2020
Q3 		$2.37M Buy
62,586
+90
+0.1% +$3.32K 0.59% 11
2020
Q2 		$2.1M Buy
62,496
+3,936
+7% +$121K 0.79% 12
2020
Q1 		$1.53M Buy
+58,560
New +$1.75M 0.82% 15

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paul John Balson's VUG Position: Q4 2020 in Review

Paul John Balson increased its Vanguard Growth ETF (VUG) stake by 13% in Q4 2020, buying an estimated $337K and bringing the position to 71,028 shares worth $3M. The position accounts for 0.62% of the portfolio, ranked #11.

Paul John Balson first reported a position in VUG in Q1 2020 and has held it in 4 quarters since. 1,355 funds tracked by Wall St. Rank hold VUG as of Q4 2020.

  • Paul John Balson held 71,028 shares of Vanguard Growth ETF worth $3M as of Q4 2020.
  • Paul John Balson bought 8,442 Vanguard Growth ETF shares in Q4 2020, an estimated $337K.
  • Vanguard Growth ETF made up 0.62% of Paul John Balson's portfolio in Q4 2020, its #11 holding.
  • Paul John Balson first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 4 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.