Strategic Wealth Management Group’s Vanguard Morningstar 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Strategic Wealth Management Group increased its Vanguard Morningstar 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. 1,416 funds tracked by Wall St. Rank hold VUG as of Q2 2021.

Strategic Wealth Management Group held 7,194 shares of Vanguard Morningstar Growth ETF worth $344K as of Q2 2021.
Strategic Wealth Management Group bought 870 Vanguard Morningstar Growth ETF shares in Q2 2021, an estimated $39.5K.
Vanguard Morningstar 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 Morningstar Growth ETF in Q2 2020 and has held it in 5 quarters since.
1,416 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2021.

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