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Stancorp Investment Advisers’s Vanguard Growth ETF VUG Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$157K Sell
9,030
-954
-10% -$16.9K 0.07% 178
2014
Q4 		$174K Buy
+9,984
New +$170K 0.08% 180

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stancorp Investment Advisers's VUG Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Vanguard Growth ETF (VUG) stake by 9.6% in Q1 2015, selling an estimated $16.9K and leaving 9,030 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #178.

Stancorp Investment Advisers first reported a position in VUG in Q4 2014 and has held it in 2 quarters since. The position peaked at $174K in Q4 2014. 366 funds tracked by Wall St. Rank hold VUG as of Q1 2015.

  • Stancorp Investment Advisers held 9,030 shares of Vanguard Growth ETF worth $157K as of Q1 2015.
  • Stancorp Investment Advisers sold 954 Vanguard Growth ETF shares in Q1 2015, an estimated $16.9K.
  • Vanguard Growth ETF made up 0.07% of Stancorp Investment Advisers's portfolio in Q1 2015, its #178 holding.
  • Stancorp Investment Advisers first reported a position in Vanguard Growth ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Vanguard Growth ETF position peaked at $174K in Q4 2014.
  • 366 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.