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Summit Equities’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Summit Equities’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
2018
Q3 		$397K Hold
14,790
– – 0.07% 36
2018
Q2 		$369K Buy
+14,790
New +$363K 0.06% 36

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Equities's VUG Position: Q3 2018 in Review

Summit Equities held its Vanguard Morningstar Growth ETF (VUG) position steady in Q3 2018 at 14,790 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #36.

Summit Equities first reported a position in VUG in Q2 2018 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold VUG as of Q3 2018.

  • Summit Equities held 14,790 shares of Vanguard Morningstar Growth ETF worth $397K as of Q3 2018.
  • Summit Equities left its Vanguard Morningstar Growth ETF share count unchanged in Q3 2018.
  • Vanguard Morningstar Growth ETF made up 0.07% of Summit Equities's portfolio in Q3 2018, its #36 holding.
  • Summit Equities first reported a position in Vanguard Morningstar Growth ETF in Q2 2018 and has held it in 2 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.