Stone Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Stone Asset Management’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
2023 Q1	$295K	Sell	7,098 -13,200	-65%	-$513K	0.47%	29
2022 Q4	$721K	Buy	20,298 +8,718	+75%	+$321K	0.45%	26
2022 Q3	$413K	Buy	11,580 +210	+2%	+$8.44K	0.27%	34
2022 Q2	$422K	Sell	11,370 -168	-1%	-$6.9K	0.27%	39
2022 Q1	$553K	Buy	11,538 +2,820	+32%	+$133K	0.31%	35
2021 Q4	$466K	Buy	+8,718	New	+$454K	0.27%	31

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stone Asset Management's VUG Position: Q1 2023 in Review

Stone Asset Management reduced its Vanguard Growth ETF (VUG) stake by 65% in Q1 2023, selling an estimated $513K and leaving 7,098 shares worth $295K. The position accounts for 0.47% of the portfolio, ranked #29.

Stone Asset Management first reported a position in VUG in Q4 2021 and has held it in 6 quarters since. The position peaked at $721K in Q4 2022. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

Stone Asset Management held 7,098 shares of Vanguard Growth ETF worth $295K as of Q1 2023.
Stone Asset Management sold 13,200 Vanguard Growth ETF shares in Q1 2023, an estimated $513K.
Vanguard Growth ETF made up 0.47% of Stone Asset Management's portfolio in Q1 2023, its #29 holding.
Stone Asset Management first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 6 quarters since.
Stone Asset Management's Vanguard Growth ETF position peaked at $721K in Q4 2022.
1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.