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Tillar-Wenstrup Advisors’s Vanguard Growth ETF VUG Stock Holding History

Tillar-Wenstrup 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
Q1 		– Sell
-58,104
Closed -$2.06M – 38
2022
Q4 		$2.06M Sell
58,104
-99,348
-63% -$3.65M 1% 24
2022
Q3 		$5.62M Buy
157,452
+7,734
+5% +$311K 2.8% 14
2022
Q2 		$5.56M Buy
149,718
+5,358
+4% +$220K 2.78% 14
2022
Q1 		$6.92M Sell
144,360
-906
-0.6% -$42.9K 3.31% 13
2021
Q4 		$7.77M Buy
145,266
+186
+0.1% +$9.69K 3.66% 13
2021
Q3 		$7.02M Buy
145,080
+1,602
+1% +$79.7K 3.25% 14
2021
Q2 		$6.86M Sell
143,478
-83,700
-37% -$3.8M 3.12% 16
2021
Q1 		$9.73M Sell
227,178
-308,400
-58% -$13.2M 4.75% 8
2020
Q4 		$22.6M Buy
535,578
+20,436
+4% +$816K 11.71% 1
2020
Q3 		$19.5M Sell
515,142
-48,366
-9% -$1.79M 11.33% 1
2020
Q2 		$19M Sell
563,508
-1,458
-0.3% -$44.8K 11.5% 1
2020
Q1 		$14.8M Buy
+564,966
New +$16.9M 13.7% 1

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

Tillar-Wenstrup Advisors's VUG Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Vanguard Growth ETF (VUG) in Q1 2023, closing a stake of 58,104 shares — an estimated $2.06M sold.

Tillar-Wenstrup Advisors first reported a position in VUG in Q1 2020 and held it in 12 quarters. The position peaked at $22.6M in Q4 2020. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining Vanguard Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 58,104 Vanguard Growth ETF shares in Q1 2023, an estimated $2.06M.
  • Tillar-Wenstrup Advisors first reported a position in Vanguard Growth ETF in Q1 2020 and held it in 12 quarters.
  • Tillar-Wenstrup Advisors's Vanguard Growth ETF position peaked at $22.6M in Q4 2020.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.