Schroder Investment Management Group
VUG icon

Schroder Investment Management Group’s Vanguard Growth ETF VUG Stock Holding History

Schroder Investment Management Group’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
2021
Q3 		– Sell
-9,078
Closed -$434K – 1570
2021
Q2 		$434K Hold
9,078
– – ﹤0.01% 1240
2021
Q1 		$389K Buy
+9,078
New +$388K ﹤0.01% 1271

Other funds holding VUG

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schroder Investment Management Group's VUG Position: Q3 2021 in Review

Schroder Investment Management Group sold out of Vanguard Growth ETF (VUG) in Q3 2021, closing a stake of 9,078 shares — an estimated $434K sold.

Schroder Investment Management Group first reported a position in VUG in Q1 2021 and held it in 2 quarters. The position peaked at $434K in Q2 2021. 1,428 funds tracked by Wall St. Rank hold VUG as of Q3 2021.

  • Schroder Investment Management Group reported no remaining Vanguard Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Schroder Investment Management Group sold 9,078 Vanguard Growth ETF shares in Q3 2021, an estimated $434K.
  • Schroder Investment Management Group first reported a position in Vanguard Growth ETF in Q1 2021 and held it in 2 quarters.
  • Schroder Investment Management Group's Vanguard Growth ETF position peaked at $434K in Q2 2021.
  • 1,428 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2021.

Based on Schroder Investment Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.