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

Ten Capital 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 Q2	$190K	Hold	4,050	–	–	0.06%	134
2023 Q1	$168K	Buy	4,050 +3,930	+3,275%	+$153K	0.05%	120
2022 Q4	$4.26K	Hold	120	–	–	﹤0.01%	399
2022 Q3	$4K	Buy	120 +30	+33%	+$1.21K	﹤0.01%	440
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	381
2022 Q1	$4K	Hold	90	–	–	﹤0.01%	399
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	377
2021 Q3	$4K	Sell	90 -510	-85%	-$25.4K	﹤0.01%	342
2021 Q2	$29K	Buy	600 +414	+223%	+$18.8K	0.01%	217
2021 Q1	$7K	Buy	186 +96	+107%	+$4.11K	﹤0.01%	290
2020 Q4	$4K	Buy	+90	New	+$3.59K	﹤0.01%	310

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ten Capital Wealth Advisors's VUG Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2023 at 4,050 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #134.

Ten Capital Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 11 quarters since. 1,822 funds tracked by Wall St. Rank hold VUG as of Q2 2023.

Ten Capital Wealth Advisors held 4,050 shares of Vanguard Morningstar Growth ETF worth $190K as of Q2 2023.
Ten Capital Wealth Advisors left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2023.
Vanguard Morningstar Growth ETF made up 0.06% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #134 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 11 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.