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Schneider Downs Wealth Management Advisors’s Vanguard Growth ETF VUG Stock Holding History

Schneider Downs Wealth Management 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
2016
Q4 		– Sell
-11,088
Closed -$208K – 35
2016
Q3 		$208K Buy
+11,088
New +$206K 0.13% 30

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Schneider Downs Wealth Management Advisors's VUG Position: Q4 2016 in Review

Schneider Downs Wealth Management Advisors sold out of Vanguard Growth ETF (VUG) in Q4 2016, closing a stake of 11,088 shares — an estimated $208K sold.

Schneider Downs Wealth Management Advisors first reported a position in VUG in Q3 2016 and held it in 1 quarter. The position peaked at $208K in Q3 2016. 520 funds tracked by Wall St. Rank hold VUG as of Q4 2016.

  • Schneider Downs Wealth Management Advisors reported no remaining Vanguard Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 11,088 Vanguard Growth ETF shares in Q4 2016, an estimated $208K.
  • Schneider Downs Wealth Management Advisors first reported a position in Vanguard Growth ETF in Q3 2016 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's Vanguard Growth ETF position peaked at $208K in Q3 2016.
  • 520 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2016.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2016, filed 17 Jan 2017.