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SVA Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

SVA Wealth Management’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
2020
Q4 		$14.5M Sell
342,936
-4,668
-1% -$186K 1.26% 10
2020
Q3 		$13.2M Sell
347,604
-8,868
-2% -$327K 1.31% 11
2020
Q2 		$12M Buy
356,472
+54
+0% +$1.66K 1.28% 12
2020
Q1 		$9.31M Sell
356,418
-2,046
-0.6% -$61.3K 1.07% 13
2019
Q4 		$10.9M Sell
358,464
-2,832
-0.8% -$81.8K 1% 15
2019
Q3 		$10M Sell
361,296
-5,328
-1% -$148K 0.98% 15
2019
Q2 		$9.98M Sell
366,624
-1,788
-0.5% -$47.8K 0.98% 14
2019
Q1 		$9.61M Sell
368,412
-22,902
-6% -$565K 0.93% 18
2018
Q4 		$8.76M Sell
391,314
-15,864
-4% -$384K 0.99% 18
2018
Q3 		$10.9M Sell
407,178
-756
-0.2% -$19.8K 1.11% 14
2018
Q2 		$10.2M Sell
407,934
-32,598
-7% -$799K 1.1% 15
2018
Q1 		$9.75M Buy
440,532
+13,452
+3% +$328K 1.2% 15
2017
Q4 		$10M Sell
427,080
-13,452
-3% -$309K 1.17% 17
2017
Q3 		$9.75M Sell
440,532
-13,098
-3% -$285K 1.2% 15
2017
Q2 		$9.61M Sell
453,630
-3,318
-0.7% -$69.5K 1.24% 14
2017
Q1 		$9.27M Sell
456,948
-22,686
-5% -$448K 1.26% 14
2016
Q4 		$8.91M Sell
479,634
-318
-0.1% -$5.88K 1.33% 14
2016
Q3 		$8.98M Buy
479,952
+23,232
+5% +$432K 1.4% 13
2016
Q2 		$8.16M Sell
456,720
-9,912
-2% -$176K 1.32% 16
2016
Q1 		$8.28M Sell
466,632
-10,548
-2% -$177K 1.37% 14
2015
Q4 		$8.46M Sell
477,180
-13,188
-3% -$236K 1.46% 15
2015
Q3 		$8.2M Sell
490,368
-2,310
-0.5% -$40.9K 1.53% 13
2015
Q2 		$8.79M Sell
492,678
-774
-0.2% -$14.1K 1.62% 9
2015
Q1 		$8.6M Sell
493,452
-8,958
-2% -$159K 1.57% 9
2014
Q4 		$8.74M Buy
502,410
+2,520
+0.5% +$42.8K 3.17% 4
2014
Q3 		$8.3M Sell
499,890
-17,946
-3% -$299K 3.54% 4
2014
Q2 		$8.54M Buy
517,836
+1,428
+0.3% +$22.6K 3.65% 3
2014
Q1 		$8.05M Buy
516,408
+6,636
+1% +$103K 3.8% 3
2013
Q4 		$7.91M Buy
+509,772
New +$7.53M 4.72% 2

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SVA Wealth Management's VUG Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Growth ETF (VUG) stake by 1.3% in Q4 2020, selling an estimated $186K and leaving 342,936 shares worth $14.5M. The position accounts for 1.26% of the portfolio, ranked #10.

SVA Wealth Management first reported a position in VUG in Q4 2013 and has held it in 29 quarters since. 1,355 funds tracked by Wall St. Rank hold VUG as of Q4 2020.

  • SVA Wealth Management held 342,936 shares of Vanguard Growth ETF worth $14.5M as of Q4 2020.
  • SVA Wealth Management sold 4,668 Vanguard Growth ETF shares in Q4 2020, an estimated $186K.
  • Vanguard Growth ETF made up 1.26% of SVA Wealth Management's portfolio in Q4 2020, its #10 holding.
  • SVA Wealth Management first reported a position in Vanguard Growth ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.