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Trust Company of Kansas’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Trust Company of Kansas’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
-13,752
Closed -$488K – 53
2022
Q4 		$488K Buy
+13,752
New +$506K 0.32% 34
2022
Q1 		– Sell
-4,806
Closed -$257K – 73
2021
Q4 		$257K Buy
+4,806
New +$250K 0.14% 55

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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 $424B AUM 22.96% 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 $445B AUM 25.58% 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

Trust Company of Kansas's VUG Position: Q1 2023 in Review

Trust Company of Kansas sold out of Vanguard Morningstar Growth ETF (VUG) in Q1 2023, closing a stake of 13,752 shares — an estimated $488K sold.

Trust Company of Kansas first reported a position in VUG in Q4 2021 and held it in 2 quarters. The position peaked at $488K in Q4 2022. 1,718 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Trust Company of Kansas reported no remaining Vanguard Morningstar Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Trust Company of Kansas sold 13,752 Vanguard Morningstar Growth ETF shares in Q1 2023, an estimated $488K.
  • Trust Company of Kansas first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and held it in 2 quarters.
  • Trust Company of Kansas's Vanguard Morningstar Growth ETF position peaked at $488K in Q4 2022.
  • 1,718 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2023.

Based on Trust Company of Kansas's 13F filing for Q1 2023, filed 5 May 2023.