VLC
VUG icon

Van Leeuwen & Company’s Vanguard Growth ETF VUG Stock Holding History

Van Leeuwen & Company’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
-166,308
Closed -$5.91M – 83
2022
Q4 		$5.91M Sell
166,308
-32,958
-17% -$1.21M 4.08% 6
2022
Q3 		$7.11M Buy
+199,266
New +$8.01M 5.66% 2
2021
Q1 		– Sell
-30,990
Closed -$1.31M – 80
2020
Q4 		$1.31M Sell
30,990
-1,620
-5% -$64.7K 0.88% 35
2020
Q3 		$1.24M Sell
32,610
-6,750
-17% -$249K 0.96% 38
2020
Q2 		$1.33M Buy
39,360
+15,738
+67% +$484K 1.03% 37
2020
Q1 		$617K Sell
23,622
-12,642
-35% -$379K 0.59% 48
2019
Q4 		$1.1M Buy
36,264
+468
+1% +$13.5K 0.92% 44
2019
Q3 		$992K Sell
35,796
-600
-2% -$16.6K 0.94% 42
2019
Q2 		$991K Sell
36,396
-1,236
-3% -$33K 0.89% 42
2019
Q1 		$981K Buy
37,632
+27,522
+272% +$679K 0.92% 43
2018
Q4 		$226K Sell
10,110
-3,618
-26% -$87.6K 0.23% 69
2018
Q3 		$368K Buy
+13,728
New +$359K 0.34% 63

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

Van Leeuwen & Company's VUG Position: Q1 2023 in Review

Van Leeuwen & Company sold out of Vanguard Growth ETF (VUG) in Q1 2023, closing a stake of 166,308 shares — an estimated $5.91M sold.

Van Leeuwen & Company first reported a position in VUG in Q3 2018 and held it in 12 quarters. The position peaked at $7.11M in Q3 2022. 1,717 funds tracked by Wall St. Rank hold VUG as of Q1 2023.

  • Van Leeuwen & Company reported no remaining Vanguard Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Van Leeuwen & Company sold 166,308 Vanguard Growth ETF shares in Q1 2023, an estimated $5.91M.
  • Van Leeuwen & Company first reported a position in Vanguard Growth ETF in Q3 2018 and held it in 12 quarters.
  • Van Leeuwen & Company's Vanguard Growth ETF position peaked at $7.11M in Q3 2022.
  • 1,717 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2023.

Based on Van Leeuwen & Company's 13F filing for Q1 2023, filed 8 May 2023.