SVB Investment Services’s Vanguard Growth ETF VUG Stock Holding History

SVB Investment Services’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 Q1	$777K	Hold	16,200	–	–	0.48%	29
2021 Q4	$870K	Sell	16,200 -3,504	-18%	-$183K	0.58%	26
2021 Q3	$953K	Hold	19,704	–	–	0.64%	22
2021 Q2	$942K	Hold	19,704	–	–	0.63%	22
2021 Q1	$844K	Sell	19,704 -2,382	-11%	-$102K	0.67%	22
2020 Q4	$933K	Hold	22,086	–	–	0.72%	23
2020 Q3	$838K	Buy	22,086 +372	+2%	+$13.7K	0.71%	22
2020 Q2	$731K	Sell	21,714 -1,356	-6%	-$41.7K	0.67%	22
2020 Q1	$602K	Buy	23,070 +6,282	+37%	+$188K	0.52%	21
2019 Q4	$510K	Buy	+16,788	New	+$485K	0.48%	25

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Investment Services's VUG Position: Q1 2022 in Review

SVB Investment Services held its Vanguard Growth ETF (VUG) position steady in Q1 2022 at 16,200 shares worth $777K. The position accounts for 0.48% of the portfolio, ranked #29.

SVB Investment Services first reported a position in VUG in Q4 2019 and has held it in 10 quarters since. The position peaked at $953K in Q3 2021. 1,635 funds tracked by Wall St. Rank hold VUG as of Q1 2022.

SVB Investment Services held 16,200 shares of Vanguard Growth ETF worth $777K as of Q1 2022.
SVB Investment Services left its Vanguard Growth ETF share count unchanged in Q1 2022.
Vanguard Growth ETF made up 0.48% of SVB Investment Services's portfolio in Q1 2022, its #29 holding.
SVB Investment Services first reported a position in Vanguard Growth ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Vanguard Growth ETF position peaked at $953K in Q3 2021.
1,635 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.