Tradition Asset Management’s Vanguard Growth ETF VUG Stock Holding History

Tradition Asset Management’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
2020 Q2	$1.74M	Buy	51,660 +2,628	+5%	+$80.8K	0.5%	68
2020 Q1	$1.28M	Buy	49,032 +3,234	+7%	+$96.9K	0.43%	76
2019 Q4	$1.39M	Buy	45,798 +2,040	+5%	+$58.9K	0.34%	85
2019 Q3	$1.21M	Sell	43,758 -12,036	-22%	-$334K	0.31%	91
2019 Q2	$1.52M	Buy	+55,794	New	+$1.49M	0.39%	84

Other funds holding VUG

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tradition Asset Management's VUG Position: Q2 2020 in Review

Tradition Asset Management increased its Vanguard Growth ETF (VUG) stake by 5.4% in Q2 2020, buying an estimated $80.8K and bringing the position to 51,660 shares worth $1.74M. The position accounts for 0.5% of the portfolio, ranked #68.

Tradition Asset Management first reported a position in VUG in Q2 2019 and has held it in 5 quarters since. 1,138 funds tracked by Wall St. Rank hold VUG as of Q2 2020.

Tradition Asset Management held 51,660 shares of Vanguard Growth ETF worth $1.74M as of Q2 2020.
Tradition Asset Management bought 2,628 Vanguard Growth ETF shares in Q2 2020, an estimated $80.8K.
Vanguard Growth ETF made up 0.5% of Tradition Asset Management's portfolio in Q2 2020, its #68 holding.
Tradition Asset Management first reported a position in Vanguard Growth ETF in Q2 2019 and has held it in 5 quarters since.
1,138 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.