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Seven Post Investment Office’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Seven Post Investment Office’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
Q4 		– Sell
-5,934
Closed -$287K – 51
2021
Q3 		$287K Buy
+5,934
New +$295K 0.09% 40

Other funds holding VUG

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Seven Post Investment Office's VUG Position: Q4 2021 in Review

Seven Post Investment Office sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2021, closing a stake of 5,934 shares — an estimated $287K sold.

Seven Post Investment Office first reported a position in VUG in Q3 2021 and held it in 1 quarter. The position peaked at $287K in Q3 2021. 1,676 funds tracked by Wall St. Rank hold VUG as of Q4 2021.

  • Seven Post Investment Office reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Seven Post Investment Office sold 5,934 Vanguard Morningstar Growth ETF shares in Q4 2021, an estimated $287K.
  • Seven Post Investment Office first reported a position in Vanguard Morningstar Growth ETF in Q3 2021 and held it in 1 quarter.
  • Seven Post Investment Office's Vanguard Morningstar Growth ETF position peaked at $287K in Q3 2021.
  • 1,676 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2021.

Based on Seven Post Investment Office's 13F filing for Q4 2021, filed 14 Feb 2022.