Polaris Wealth Advisory Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$1.57M	Buy	34,518 +21,570	+167%	+$1.02M	0.12%	104
2023 Q2	$611K	Buy	+12,948	New	+$562K	0.05%	124
2021 Q3	–	Sell	-5,778	Closed	-$277K	–	201
2021 Q2	$277K	Buy	+5,778	New	+$262K	0.02%	145
2020 Q1	–	Sell	-6,852	Closed	-$218K	–	181
2019 Q4	$218K	Buy	+6,852	New	+$198K	0.01%	140
2018 Q4	–	Sell	-12,966	Closed	-$348K	–	460
2018 Q3	$348K	Buy	12,966 +3,720	+40%	+$97.3K	0.02%	124
2018 Q2	$219K	Sell	9,246 -3,186	-26%	-$78.1K	0.02%	99
2018 Q1	$294K	Buy	12,432 +708	+6%	+$17.3K	0.02%	119
2017 Q4	$275K	Buy	11,724 +60	+0.5%	+$1.38K	0.02%	120
2017 Q3	$258K	Buy	+11,664	New	+$254K	0.02%	129
2016 Q4	–	Sell	-10,740	Closed	-$201K	–	130
2016 Q3	$201K	Sell	10,740 -8,238	-43%	-$153K	0.02%	103
2016 Q2	$339K	Sell	18,978 -11,682	-38%	-$208K	0.05%	80
2016 Q1	$544K	Sell	30,660 -4,764	-13%	-$79.9K	0.09%	66
2015 Q4	$628K	Buy	+35,424	New	+$635K	0.1%	73
2014 Q2	–	Sell	-14,412	Closed	-$225K	–	153
2014 Q1	$225K	Sell	14,412 -1,050	-7%	-$16.3K	0.05%	75
2013 Q4	$240K	Buy	15,462 +5,202	+51%	+$76.8K	0.06%	78
2013 Q3	$145K	Buy	10,260 +3,120	+44%	+$43K	0.05%	60
2013 Q2	$93K	Buy	+7,140	New	+$94.2K	0.04%	69

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 Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group's VUG Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Vanguard Morningstar Growth ETF (VUG) stake by 167% in Q3 2023, buying an estimated $1.02M and bringing the position to 34,518 shares worth $1.57M. The position accounts for 0.12% of the portfolio, ranked #104.

Polaris Wealth Advisory Group first reported a position in VUG in Q2 2013 and has held it in 17 quarters since. 1,830 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

Polaris Wealth Advisory Group held 34,518 shares of Vanguard Morningstar Growth ETF worth $1.57M as of Q3 2023.
Polaris Wealth Advisory Group bought 21,570 Vanguard Morningstar Growth ETF shares in Q3 2023, an estimated $1.02M.
Vanguard Morningstar Growth ETF made up 0.12% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #104 holding.
Polaris Wealth Advisory Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 17 quarters since.
1,830 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.