Sand Hill Global Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sand Hill Global 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
2023 Q3	–	Sell	-47,418	Closed	-$2.24M	–	159
2023 Q2	$2.24M	Buy	47,418 +354	+0.8%	+$15.4K	0.11%	77
2023 Q1	$1.96M	Buy	47,064 +174	+0.4%	+$6.77K	0.11%	81
2022 Q4	$1.67M	Buy	46,890 +348	+0.7%	+$12.8K	0.09%	90
2022 Q3	$1.66M	Hold	46,542	–	–	0.1%	81
2022 Q2	$1.73M	Sell	46,542 -4,902	-10%	-$201K	0.1%	87
2022 Q1	$2.47M	Sell	51,444 -1,128	-2%	-$53.4K	0.14%	74
2021 Q4	$2.81M	Hold	52,572	–	–	0.16%	71
2021 Q3	$2.54M	Hold	52,572	–	–	0.15%	70
2021 Q2	$2.51M	Sell	52,572 -546	-1%	-$24.8K	0.15%	71
2021 Q1	$2.28M	Sell	53,118 -5,088	-9%	-$218K	0.15%	68
2020 Q4	$2.46M	Sell	58,206 -432	-0.7%	-$17.2K	0.16%	68
2020 Q3	$2.22M	Sell	58,638 -69,828	-54%	-$2.58M	0.17%	62
2020 Q2	$4.33M	Sell	128,466 -564	-0.4%	-$17.3K	0.35%	48
2020 Q1	$3.37M	Buy	129,030 +774	+0.6%	+$23.2K	0.32%	46
2019 Q4	$3.89M	Hold	128,256	–	–	0.35%	53
2019 Q3	$3.55M	Buy	+128,256	New	+$3.56M	0.33%	52

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

Sand Hill Global Advisors's VUG Position: Q3 2023 in Review

Sand Hill Global Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2023, closing a stake of 47,418 shares — an estimated $2.24M sold.

Sand Hill Global Advisors first reported a position in VUG in Q3 2019 and held it in 16 quarters. The position peaked at $4.33M in Q2 2020. 1,830 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

Sand Hill Global Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2023 after selling out during the quarter.
Sand Hill Global Advisors sold 47,418 Vanguard Morningstar Growth ETF shares in Q3 2023, an estimated $2.24M.
Sand Hill Global Advisors first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and held it in 16 quarters.
Sand Hill Global Advisors's Vanguard Morningstar Growth ETF position peaked at $4.33M in Q2 2020.
1,830 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2023.

Based on Sand Hill Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.