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Shilanski & Associates’s Vanguard Growth ETF VUG Stock Holding History

Shilanski & Associates’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 		– Sell
-31,182
Closed -$1.11M – 217
2022
Q3 		$1.11M Buy
+31,182
New +$1.25M 0.41% 40

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

Shilanski & Associates's VUG Position: Q4 2022 in Review

Shilanski & Associates sold out of Vanguard Growth ETF (VUG) in Q4 2022, closing a stake of 31,182 shares — an estimated $1.11M sold.

Shilanski & Associates first reported a position in VUG in Q3 2022 and held it in 1 quarter. The position peaked at $1.11M in Q3 2022. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Shilanski & Associates reported no remaining Vanguard Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 31,182 Vanguard Growth ETF shares in Q4 2022, an estimated $1.11M.
  • Shilanski & Associates first reported a position in Vanguard Growth ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Vanguard Growth ETF position peaked at $1.11M in Q3 2022.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.