Signature Financial Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Signature Financial Management’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
2018 Q4	$1.33M	Buy	59,280 +22,704	+62%	+$550K	0.32%	37
2018 Q3	$982K	Hold	36,576	–	–	0.17%	58
2018 Q2	$913K	Buy	36,576 +60	+0.2%	+$1.47K	0.19%	59
2018 Q1	$863K	Buy	36,516 +54	+0.1%	+$1.32K	0.18%	60
2017 Q4	$855K	Buy	36,462 +66	+0.2%	+$1.51K	0.23%	50
2017 Q3	$805K	Buy	36,396 +9,504	+35%	+$207K	0.25%	56
2017 Q2	$569K	Sell	26,892 -9,384	-26%	-$197K	0.18%	71
2017 Q1	$735K	Hold	36,276	–	–	0.24%	55
2016 Q4	$674K	Hold	36,276	–	–	0.25%	59
2016 Q3	$679K	Buy	36,276 +25,014	+222%	+$465K	0.28%	51
2016 Q2	$201K	Buy	+11,262	New	+$201K	0.09%	114

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Signature Financial Management's VUG Position: Q4 2018 in Review

Signature Financial Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 62% in Q4 2018, buying an estimated $550K and bringing the position to 59,280 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #37.

Signature Financial Management first reported a position in VUG in Q2 2016 and has held it in 11 quarters since. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

Signature Financial Management held 59,280 shares of Vanguard Morningstar Growth ETF worth $1.33M as of Q4 2018.
Signature Financial Management bought 22,704 Vanguard Morningstar Growth ETF shares in Q4 2018, an estimated $550K.
Vanguard Morningstar Growth ETF made up 0.32% of Signature Financial Management's portfolio in Q4 2018, its #37 holding.
Signature Financial Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2016 and has held it in 11 quarters since.
833 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.