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Tiedemann Advisors’s Vanguard Growth ETF VUG Stock Holding History

Tiedemann 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 		$5.33M Buy
117,408
+66
+0.1% +$3.12K 0.23% 46
2023
Q2 		$5.53M Buy
117,342
+8,076
+7% +$350K 0.24% 43
2023
Q1 		$4.54M Buy
109,266
+29,322
+37% +$1.14M 0.21% 46
2022
Q4 		$2.84M Buy
79,944
+9,786
+14% +$360K 0.14% 62
2022
Q3 		$2.5M Hold
70,158
– – 0.15% 65
2022
Q2 		$2.6M Buy
70,158
+420
+0.6% +$17.3K 0.2% 60
2022
Q1 		$3.34M Sell
69,738
-210
-0.3% -$9.93K 0.17% 66
2021
Q4 		$3.74M Hold
69,948
– – 0.18% 63
2021
Q3 		$3.38M Sell
69,948
-48,348
-41% -$2.41M 0.18% 65
2021
Q2 		$5.66M Hold
118,296
– – 0.23% 50
2021
Q1 		$5.07M Sell
118,296
-630
-0.5% -$27K 0.22% 49
2020
Q4 		$5.02M Buy
118,926
+24,090
+25% +$962K 0.24% 48
2020
Q3 		$3.6M Sell
94,836
-2,724
-3% -$101K 0.17% 83
2020
Q2 		$3.29M Sell
97,560
-9,888
-9% -$304K 0.17% 88
2020
Q1 		$2.81M Buy
107,448
+20,616
+24% +$617K 0.18% 85
2019
Q4 		$2.63M Sell
86,832
-23,724
-21% -$685K 0.13% 98
2019
Q3 		$3.06M Buy
110,556
+38,070
+53% +$1.06M 0.15% 92
2019
Q2 		$1.98M Buy
72,486
+21,900
+43% +$585K 0.1% 108
2019
Q1 		$1.32M Buy
50,586
+54
+0.1% +$1.33K 0.06% 183
2018
Q4 		$1.13M Sell
50,532
-1,464
-3% -$35.5K 0.06% 194
2018
Q3 		$1.4M Sell
51,996
-198
-0.4% -$5.18K 0.08% 139
2018
Q2 		$1.3M Buy
52,194
+2,850
+6% +$69.9K 0.08% 139
2018
Q1 		$1.17M Buy
49,344
+270
+0.6% +$6.58K 0.08% 136
2017
Q4 		$1.15M Sell
49,074
-10,716
-18% -$246K 0.09% 109
2017
Q3 		$1.15M Buy
59,790
+8,646
+17% +$188K 0.1% 138
2017
Q2 		$1.08M Buy
51,144
+12,372
+32% +$259K 0.08% 204
2017
Q1 		$786K Hold
38,772
– – 0.07% 211
2016
Q4 		$720K Buy
+38,772
New +$717K 0.07% 178

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

Tiedemann Advisors's VUG Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Growth ETF (VUG) stake by 0.06% in Q3 2023, buying an estimated $3.12K and bringing the position to 117,408 shares worth $5.33M. The position accounts for 0.23% of the portfolio, ranked #46.

Tiedemann Advisors first reported a position in VUG in Q4 2016 and has held it in 28 quarters since. The position peaked at $5.66M in Q2 2021. 1,829 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

  • Tiedemann Advisors held 117,408 shares of Vanguard Growth ETF worth $5.33M as of Q3 2023.
  • Tiedemann Advisors bought 66 Vanguard Growth ETF shares in Q3 2023, an estimated $3.12K.
  • Vanguard Growth ETF made up 0.23% of Tiedemann Advisors's portfolio in Q3 2023, its #46 holding.
  • Tiedemann Advisors first reported a position in Vanguard Growth ETF in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's Vanguard Growth ETF position peaked at $5.66M in Q2 2021.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.