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Sutton Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$16K Buy
354
+12
+4% +$567 0.01% 388
2023
Q2 		$16.1K Buy
+342
New +$14.8K 0.01% 379

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's VUG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 3.5% in Q3 2023, buying an estimated $567 and bringing the position to 354 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #388.

Sutton Wealth Advisors first reported a position in VUG in Q2 2023 and has held it in 2 quarters since. The position peaked at $16.1K in Q2 2023. 1,830 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

  • Sutton Wealth Advisors held 354 shares of Vanguard Morningstar Growth ETF worth $16K as of Q3 2023.
  • Sutton Wealth Advisors bought 12 Vanguard Morningstar Growth ETF shares in Q3 2023, an estimated $567.
  • Vanguard Morningstar Growth ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #388 holding.
  • Sutton Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $16.1K in Q2 2023.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.