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Renasant Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Renasant Bank’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
2021
Q2 		– Sell
-10,470
Closed -$449K – 197
2021
Q1 		$449K Buy
10,470
+3,150
+43% +$135K 0.36% 91
2020
Q4 		$309K Buy
+7,320
New +$292K 0.25% 129

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renasant Bank's VUG Position: Q2 2021 in Review

Renasant Bank sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2021, closing a stake of 10,470 shares — an estimated $449K sold.

Renasant Bank first reported a position in VUG in Q4 2020 and held it in 2 quarters. The position peaked at $449K in Q1 2021. 1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • Renasant Bank reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Renasant Bank sold 10,470 Vanguard Morningstar Growth ETF shares in Q2 2021, an estimated $449K.
  • Renasant Bank first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and held it in 2 quarters.
  • Renasant Bank's Vanguard Morningstar Growth ETF position peaked at $449K in Q1 2021.
  • 1,415 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2021.

Based on Renasant Bank's 13F filing for Q2 2021, filed 19 Jul 2021.