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Strategic Wealth Management Group’s Vanguard Growth ETF VUG Stock Holding History

Strategic Wealth Management 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
2021
Q2 		$344K Buy
7,194
+870
+14% +$39.5K 0.13% 88
2021
Q1 		$271K Buy
6,324
+6
+0.1% +$257 0.1% 113
2020
Q4 		$267K Buy
6,318
+6
+0.1% +$239 0.12% 102
2020
Q3 		$239K Sell
6,312
-2,832
-31% -$105K 0.12% 101
2020
Q2 		$308K Buy
+9,144
New +$281K 0.18% 66

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Management Group's VUG Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Vanguard Growth ETF (VUG) stake by 14% in Q2 2021, buying an estimated $39.5K and bringing the position to 7,194 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #88.

Strategic Wealth Management Group first reported a position in VUG in Q2 2020 and has held it in 5 quarters since. 1,415 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

  • Strategic Wealth Management Group held 7,194 shares of Vanguard Growth ETF worth $344K as of Q2 2021.
  • Strategic Wealth Management Group bought 870 Vanguard Growth ETF shares in Q2 2021, an estimated $39.5K.
  • Vanguard Growth ETF made up 0.13% of Strategic Wealth Management Group's portfolio in Q2 2021, its #88 holding.
  • Strategic Wealth Management Group first reported a position in Vanguard Growth ETF in Q2 2020 and has held it in 5 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.