SFS
VUG icon

Stiles Financial Services’s Vanguard Growth ETF VUG Stock Holding History

Stiles Financial Services’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
2022
Q4 		– Sell
-8,892
Closed -$396K – 189
2022
Q3 		$396K Buy
+8,892
New +$357K 0.24% 103

Other funds holding VUG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stiles Financial Services's VUG Position: Q4 2022 in Review

Stiles Financial Services sold out of Vanguard Growth ETF (VUG) in Q4 2022, closing a stake of 8,892 shares — an estimated $396K sold.

Stiles Financial Services first reported a position in VUG in Q3 2022 and held it in 1 quarter. The position peaked at $396K in Q3 2022. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

  • Stiles Financial Services reported no remaining Vanguard Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Stiles Financial Services sold 8,892 Vanguard Growth ETF shares in Q4 2022, an estimated $396K.
  • Stiles Financial Services first reported a position in Vanguard Growth ETF in Q3 2022 and held it in 1 quarter.
  • Stiles Financial Services's Vanguard Growth ETF position peaked at $396K in Q3 2022.
  • 1,669 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2022.

Based on Stiles Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.