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

Strategic 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
2022
Q3 		$5K Hold
144
– – 0.01% 476
2022
Q2 		$5K Buy
+144
New +$5.92K 0.01% 493

Other funds holding VUG

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

Strategic Asset Management's VUG Position: Q3 2022 in Review

Strategic Asset Management held its Vanguard Growth ETF (VUG) position steady in Q3 2022 at 144 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #476.

Strategic Asset Management first reported a position in VUG in Q2 2022 and has held it in 2 quarters since. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

  • Strategic Asset Management held 144 shares of Vanguard Growth ETF worth $5K as of Q3 2022.
  • Strategic Asset Management left its Vanguard Growth ETF share count unchanged in Q3 2022.
  • Vanguard Growth ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #476 holding.
  • Strategic Asset Management first reported a position in Vanguard Growth ETF in Q2 2022 and has held it in 2 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.