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Robertson Stephens Advisors’s Vanguard Growth ETF VUG Stock Holding History

Robertson Stephens 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
2017
Q3 		$2.37M Buy
107,100
+50,952
+91% +$1.11M 2.04% 16
2017
Q2 		$1.19M Buy
56,148
+24,810
+79% +$520K 1.07% 22
2017
Q1 		$501K Buy
+31,338
New +$618K 0.45% 50

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Robertson Stephens Advisors's VUG Position: Q3 2017 in Review

Robertson Stephens Advisors increased its Vanguard Growth ETF (VUG) stake by 91% in Q3 2017, buying an estimated $1.11M and bringing the position to 107,100 shares worth $2.37M. The position accounts for 2.04% of the portfolio, ranked #16.

Robertson Stephens Advisors first reported a position in VUG in Q1 2017 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold VUG as of Q3 2017.

  • Robertson Stephens Advisors held 107,100 shares of Vanguard Growth ETF worth $2.37M as of Q3 2017.
  • Robertson Stephens Advisors bought 50,952 Vanguard Growth ETF shares in Q3 2017, an estimated $1.11M.
  • Vanguard Growth ETF made up 2.04% of Robertson Stephens Advisors's portfolio in Q3 2017, its #16 holding.
  • Robertson Stephens Advisors first reported a position in Vanguard Growth ETF in Q1 2017 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.