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Sargent Bickham Lagudis’s Vanguard Growth ETF VUG Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$224K Buy
6,312
+3,192
+102% +$117K 0.02% 258
2022
Q3 		$111K Hold
3,120
– – 0.01% 304
2022
Q2 		$116K Sell
3,120
-210
-6% -$8.63K 0.01% 301
2022
Q1 		$160K Buy
3,330
+210
+7% +$9.93K 0.01% 276
2021
Q4 		$167K Hold
3,120
– – 0.01% 264
2021
Q3 		$151K Hold
3,120
– – 0.01% 281
2021
Q2 		$149K Buy
3,120
+138
+5% +$6.27K 0.01% 294
2021
Q1 		$128K Hold
2,982
– – 0.01% 304
2020
Q4 		$126K Hold
2,982
– – 0.01% 297
2020
Q3 		$113K Hold
2,982
– – 0.01% 279
2020
Q2 		$100K Hold
2,982
– – 0.01% 278
2020
Q1 		$78K Hold
2,982
– – 0.01% 286
2019
Q4 		$91K Hold
2,982
– – 0.01% 291
2019
Q3 		$83K Hold
2,982
– – 0.01% 278
2019
Q2 		$81K Hold
2,982
– – 0.01% 304
2019
Q1 		$78K Hold
2,982
– – 0.01% 320
2018
Q4 		$67K Hold
2,982
– – 0.01% 323
2018
Q3 		$80K Sell
2,982
-6,660
-69% -$174K 0.01% 304
2018
Q2 		$241K Buy
9,642
+6,660
+223% +$163K 0.03% 185
2018
Q1 		$71K Hold
2,982
– – 0.01% 305
2017
Q4 		$70K Hold
2,982
– – 0.01% 321
2017
Q3 		$66K Hold
2,982
– – 0.01% 331
2017
Q2 		$63K Sell
2,982
-1,200
-29% -$25.1K 0.01% 327
2017
Q1 		$85K Buy
4,182
+1,200
+40% +$23.7K 0.01% 286
2016
Q4 		$55K Hold
2,982
– – 0.01% 326
2016
Q3 		$56 Sell
2,982
-2,832
-49% -$52.7K 0.01% 329
2016
Q2 		$104K Buy
+5,814
New +$104K 0.02% 268

Other funds holding VUG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Sargent Bickham Lagudis's VUG Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Vanguard Growth ETF (VUG) stake by 102% in Q4 2022, buying an estimated $117K and bringing the position to 6,312 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #258.

Sargent Bickham Lagudis first reported a position in VUG in Q2 2016 and has held it in 27 quarters since. The position peaked at $241K in Q2 2018. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Sargent Bickham Lagudis held 6,312 shares of Vanguard Growth ETF worth $224K as of Q4 2022.
  • Sargent Bickham Lagudis bought 3,192 Vanguard Growth ETF shares in Q4 2022, an estimated $117K.
  • Vanguard Growth ETF made up 0.02% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #258 holding.
  • Sargent Bickham Lagudis first reported a position in Vanguard Growth ETF in Q2 2016 and has held it in 27 quarters since.
  • Sargent Bickham Lagudis's Vanguard Growth ETF position peaked at $241K in Q2 2018.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.