Simply Money Advisors’s Vanguard Growth ETF VUG Stock Holding History

Simply Money 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
2018 Q1	$43M	Buy	1,816,398 +230,562	+15%	+$5.62M	6.04%	6
2017 Q4	$37.2M	Buy	1,585,836 +315,534	+25%	+$7.24M	4.8%	8
2017 Q3	$28.1M	Buy	1,270,302 +164,472	+15%	+$3.58M	3.72%	8
2017 Q2	$23.4M	Buy	1,105,830 +437,292	+65%	+$9.16M	3.19%	11
2017 Q1	$13.6M	Buy	+668,538	New	+$13.2M	1.9%	17

Other funds holding VUG

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

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 $303B AUM 30.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simply Money Advisors's VUG Position: Q1 2018 in Review

Simply Money Advisors increased its Vanguard Growth ETF (VUG) stake by 15% in Q1 2018, buying an estimated $5.62M and bringing the position to 1,816,398 shares worth $43M. The position accounts for 6.04% of the portfolio, ranked #6.

Simply Money Advisors first reported a position in VUG in Q1 2017 and has held it in 5 quarters since. 724 funds tracked by Wall St. Rank hold VUG as of Q1 2018.

Simply Money Advisors held 1,816,398 shares of Vanguard Growth ETF worth $43M as of Q1 2018.
Simply Money Advisors bought 230,562 Vanguard Growth ETF shares in Q1 2018, an estimated $5.62M.
Vanguard Growth ETF made up 6.04% of Simply Money Advisors's portfolio in Q1 2018, its #6 holding.
Simply Money Advisors first reported a position in Vanguard Growth ETF in Q1 2017 and has held it in 5 quarters since.
724 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.