TI-Trust’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

TI-Trust’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$17K	Buy	+588	New	+$16.3K	0.02%	265

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

TI-Trust's VOOG Position: Q4 2019 in Review

TI-Trust opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q4 2019: 588 shares worth $17K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings.

190 funds tracked by Wall St. Rank hold VOOG as of Q4 2019.

TI-Trust held 588 shares of Vanguard S&P 500 Growth ETF worth $17K as of Q4 2019.
Vanguard S&P 500 Growth ETF was a new TI-Trust position in Q4 2019.
Vanguard S&P 500 Growth ETF made up 0.02% of TI-Trust's portfolio in Q4 2019, its #265 holding.
190 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.