PCA
VUG icon

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

Personal 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
Q4 		$3.05M Buy
85,914
+12,390
+17% +$456K 0.01% 202
2022
Q3 		$2.62M Buy
73,524
+2,574
+4% +$103K 0.01% 199
2022
Q2 		$2.64M Sell
70,950
-14,208
-17% -$584K 0.01% 201
2022
Q1 		$4.08M Sell
85,158
-34,902
-29% -$1.65M 0.02% 199
2021
Q4 		$6.42M Buy
120,060
+20,082
+20% +$1.05M 0.03% 198
2021
Q3 		$4.83M Buy
99,978
+3,750
+4% +$187K 0.02% 201
2021
Q2 		$4.6M Sell
96,228
-4,230
-4% -$192K 0.02% 205
2021
Q1 		$4.3M Buy
100,458
+15,018
+18% +$643K 0.02% 208
2020
Q4 		$3.61M Buy
85,440
+2,580
+3% +$103K 0.02% 209
2020
Q3 		$3.14M Buy
82,860
+19,494
+31% +$720K 0.02% 209
2020
Q2 		$2.13M Sell
63,366
-5,298
-8% -$163K 0.02% 210
2020
Q1 		$1.78M Sell
68,664
-13,692
-17% -$410K 0.02% 209
2019
Q4 		$2.5M Buy
82,356
+12,882
+19% +$372K 0.02% 195
2019
Q3 		$1.93M Sell
69,474
-4,260
-6% -$118K 0.02% 194
2019
Q2 		$2.01M Buy
73,734
+15,420
+26% +$412K 0.02% 187
2019
Q1 		$1.52M Buy
58,314
+34,428
+144% +$850K 0.02% 191
2018
Q4 		$535K Buy
23,886
+732
+3% +$17.7K 0.01% 224
2018
Q3 		$621K Buy
23,154
+1,884
+9% +$49.3K 0.01% 211
2018
Q2 		$531K Sell
21,270
-3,396
-14% -$83.3K 0.01% 199
2018
Q1 		$583K Sell
24,666
-12,960
-34% -$316K 0.01% 185
2017
Q4 		$882K Buy
37,626
+12,690
+51% +$291K 0.02% 180
2017
Q3 		$552K Buy
24,936
+14,568
+141% +$317K 0.01% 178
2017
Q2 		$220K Sell
10,368
-4,098
-28% -$85.8K ﹤0.01% 206
2017
Q1 		$293K Buy
+14,466
New +$285K 0.01% 186

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

Personal Capital Advisors's VUG Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q4 2022, buying an estimated $456K and bringing the position to 85,914 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #202.

Personal Capital Advisors first reported a position in VUG in Q1 2017 and has held it in 24 quarters since. The position peaked at $6.42M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Personal Capital Advisors held 85,914 shares of Vanguard Morningstar Growth ETF worth $3.05M as of Q4 2022.
  • Personal Capital Advisors bought 12,390 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $456K.
  • Vanguard Morningstar Growth ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #202 holding.
  • Personal Capital Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2017 and has held it in 24 quarters since.
  • Personal Capital Advisors's Vanguard Morningstar Growth ETF position peaked at $6.42M in Q4 2021.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.