Sage Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sage Advisory Services’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
2018 Q1	–	Sell	-944,538	Closed	-$22.1M	–	58
2017 Q4	$22.1M	Buy	944,538 +92,016	+11%	+$2.11M	2.22%	15
2017 Q3	$18.9M	Buy	+852,522	New	+$18.5M	2.03%	14

Other funds holding VUG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Advisory Services's VUG Position: Q1 2018 in Review

Sage Advisory Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2018, closing a stake of 944,538 shares — an estimated $22.1M sold.

Sage Advisory Services first reported a position in VUG in Q3 2017 and held it in 2 quarters. The position peaked at $22.1M in Q4 2017. 724 funds tracked by Wall St. Rank hold VUG as of Q1 2018.

Sage Advisory Services reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2018 after selling out during the quarter.
Sage Advisory Services sold 944,538 Vanguard Morningstar Growth ETF shares in Q1 2018, an estimated $22.1M.
Sage Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and held it in 2 quarters.
Sage Advisory Services's Vanguard Morningstar Growth ETF position peaked at $22.1M in Q4 2017.
724 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2018.

Based on Sage Advisory Services's 13F filing for Q1 2018, filed 2 May 2018.