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Surevest’s Vanguard Growth ETF VUG Stock Holding History

Surevest’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 		$23K Buy
+636
New +$25.6K 0.01% 234
2022
Q2 		– Sell
-210
Closed -$10K – 602
2022
Q1 		$10K Buy
210
+144
+218% +$6.81K ﹤0.01% 284
2021
Q4 		$4K Buy
+66
New +$3.44K ﹤0.01% 352

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

Surevest's VUG Position: Q3 2022 in Review

Surevest opened a new position in Vanguard Growth ETF (VUG) in Q3 2022: 636 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings. This is a return to the name: Surevest previously reported a position in VUG as recently as Q1 2022.

Surevest first reported a position in VUG in Q4 2021 and has held it in 3 quarters since. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

  • Surevest held 636 shares of Vanguard Growth ETF worth $23K as of Q3 2022.
  • Vanguard Growth ETF was a new Surevest position in Q3 2022.
  • Vanguard Growth ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #234 holding.
  • Surevest first reported a position in Vanguard Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • 1,553 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.