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V Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

V Wealth 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 		– Sell
-18,450
Closed -$870K – 368
2023
Q2 		$870K Sell
18,450
-624
-3% -$27.1K 0.14% 142
2023
Q1 		$793K Sell
19,074
-1,008
-5% -$39.2K 0.15% 143
2022
Q4 		$713K Sell
20,082
-106,518
-84% -$3.92M 0.15% 147
2022
Q3 		$4.51M Buy
126,600
+10,368
+9% +$417K 0.9% 19
2022
Q2 		$4.32M Sell
116,232
-67,506
-37% -$2.77M 0.81% 19
2022
Q1 		$8.81M Buy
183,738
+39,600
+27% +$1.87M 1.41% 11
2021
Q4 		$7.71M Buy
144,138
+56,898
+65% +$2.96M 1.13% 13
2021
Q3 		$4.22M Buy
87,240
+3,072
+4% +$153K 0.65% 23
2021
Q2 		$4.03M Buy
84,168
+65,850
+359% +$2.99M 0.64% 24
2021
Q1 		$784K Buy
18,318
+1,596
+10% +$68.3K 0.14% 177
2020
Q4 		$706K Buy
+16,722
New +$667K 0.15% 168
2020
Q3 		– Sell
-18,660
Closed -$629K – 350
2020
Q2 		$629K Sell
18,660
-5,580
-23% -$172K 0.16% 154
2020
Q1 		$633K Buy
24,240
+9,936
+69% +$298K 0.2% 130
2019
Q4 		$396K Hold
14,304
– – 0.14% 172
2019
Q3 		$396K Sell
14,304
-270
-2% -$7.49K 0.14% 172
2019
Q2 		$396K Buy
14,574
+72
+0.5% +$1.92K 0.15% 157
2019
Q1 		$390K Sell
14,502
-114
-0.8% -$2.81K 0.16% 147
2018
Q4 		$338K Hold
14,616
– – 0.17% 141
2018
Q3 		$390K Buy
14,616
+492
+3% +$12.9K 0.18% 141
2018
Q2 		$363K Buy
14,124
+180
+1% +$4.41K 0.2% 125
2018
Q1 		$322K Hold
13,944
– – 0.17% 142
2017
Q4 		$341K Sell
13,944
-318
-2% -$7.3K 0.17% 136
2017
Q3 		$316K Sell
14,262
-222
-2% -$4.83K 0.16% 128
2017
Q2 		$307K Sell
14,484
-204
-1% -$4.27K 0.14% 132
2017
Q1 		$296K Hold
14,688
– – 0.18% 131
2016
Q4 		$274K Hold
14,688
– – 0.2% 140
2016
Q3 		$276K Sell
14,688
-432
-3% -$8.04K 0.22% 128
2016
Q2 		$270K Hold
15,120
– – 0.22% 124
2016
Q1 		$269K Buy
+15,120
New +$253K 0.22% 108

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

V Wealth Advisors's VUG Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Growth ETF (VUG) in Q3 2023, closing a stake of 18,450 shares — an estimated $870K sold.

V Wealth Advisors first reported a position in VUG in Q1 2016 and held it in 29 quarters. The position peaked at $8.81M in Q1 2022. 1,829 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

  • V Wealth Advisors reported no remaining Vanguard Growth ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 18,450 Vanguard Growth ETF shares in Q3 2023, an estimated $870K.
  • V Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2016 and held it in 29 quarters.
  • V Wealth Advisors's Vanguard Growth ETF position peaked at $8.81M in Q1 2022.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.