Stanford Investment Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-6,990	Closed	-$130K	–	291
2016 Q4	$130K	Hold	6,990	–	–	0.06%	75
2016 Q3	$131K	Hold	6,990	–	–	0.06%	81
2016 Q2	$125K	Hold	6,990	–	–	0.06%	80
2016 Q1	$124K	Buy	6,990 +5,508	+372%	+$92.3K	0.07%	81
2015 Q4	$26K	Hold	1,482	–	–	0.01%	196
2015 Q3	$25K	Hold	1,482	–	–	0.02%	199
2015 Q2	$26K	Hold	1,482	–	–	0.02%	204
2015 Q1	$26K	Hold	1,482	–	–	0.02%	205
2014 Q4	$26K	Buy	+1,482	New	+$25.2K	0.02%	204

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stanford Investment Group's VUG Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2017, closing a stake of 6,990 shares — an estimated $130K sold.

Stanford Investment Group first reported a position in VUG in Q4 2014 and held it in 9 quarters. The position peaked at $131K in Q3 2016. 563 funds tracked by Wall St. Rank hold VUG as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 6,990 Vanguard Morningstar Growth ETF shares in Q1 2017, an estimated $130K.
Stanford Investment Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Morningstar Growth ETF position peaked at $131K in Q3 2016.
563 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.