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Sound View Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sound View Wealth 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
2019
Q1 		$1.64M Buy
62,886
+1,980
+3% +$48.9K 0.51% 61
2018
Q4 		$1.36M Buy
+60,906
New +$1.48M 0.49% 60

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Sound View Wealth Advisors's VUG Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.3% in Q1 2019, buying an estimated $48.9K and bringing the position to 62,886 shares worth $1.64M. The position accounts for 0.51% of the portfolio, ranked #61.

Sound View Wealth Advisors first reported a position in VUG in Q4 2018 and has held it in 2 quarters since. 876 funds tracked by Wall St. Rank hold VUG as of Q1 2019.

  • Sound View Wealth Advisors held 62,886 shares of Vanguard Morningstar Growth ETF worth $1.64M as of Q1 2019.
  • Sound View Wealth Advisors bought 1,980 Vanguard Morningstar Growth ETF shares in Q1 2019, an estimated $48.9K.
  • Vanguard Morningstar Growth ETF made up 0.51% of Sound View Wealth Advisors's portfolio in Q1 2019, its #61 holding.
  • Sound View Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 2 quarters since.
  • 876 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.