Vanguard Capital Wealth Advisors
VUG icon

Vanguard Capital Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Vanguard Capital 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
2018
Q4 		– Sell
-11,406
Closed -$306K – 138
2018
Q3 		$306K Hold
11,406
– – 0.35% 84
2018
Q2 		$284K Buy
11,406
+12
+0.1% +$294 0.38% 88
2018
Q1 		$265K Sell
11,394
-8,460
-43% -$206K 0.35% 84
2017
Q4 		$465K Buy
+19,854
New +$456K 0.58% 53

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Capital Wealth Advisors's VUG Position: Q4 2018 in Review

Vanguard Capital Wealth Advisors sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2018, closing a stake of 11,406 shares — an estimated $306K sold.

Vanguard Capital Wealth Advisors first reported a position in VUG in Q4 2017 and held it in 4 quarters. The position peaked at $465K in Q4 2017. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

  • Vanguard Capital Wealth Advisors reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 11,406 Vanguard Morningstar Growth ETF shares in Q4 2018, an estimated $306K.
  • Vanguard Capital Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2017 and held it in 4 quarters.
  • Vanguard Capital Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $465K in Q4 2017.
  • 833 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.