Permit Capital Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Permit Capital Advisors’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 Q1	$7K	Buy	+156	New	+$7.38K	﹤0.01%	109

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Permit Capital Advisors's VUG Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q1 2022: 156 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #109 among its holdings.

1,634 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

Permit Capital Advisors held 156 shares of Vanguard Morningstar Growth ETF worth $7K as of Q1 2022.
Vanguard Morningstar Growth ETF was a new Permit Capital Advisors position in Q1 2022.
Vanguard Morningstar Growth ETF made up ﹤0.01% of Permit Capital Advisors's portfolio in Q1 2022, its #109 holding.
1,634 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.