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Vaughan & Co Securities’s Vanguard Growth ETF VUG Stock Holding History

Vaughan & Co Securities’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 		– Sell
-2,892
Closed -$75.5K – 150
2020
Q1 		$75.5K Hold
2,892
– – 0.1% 67
2019
Q4 		$87.8K Buy
+2,892
New +$83.5K 0.08% 70

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vaughan & Co Securities's VUG Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Vanguard Growth ETF (VUG) in Q2 2020, closing a stake of 2,892 shares — an estimated $75.5K sold.

Vaughan & Co Securities first reported a position in VUG in Q4 2019 and held it in 2 quarters. The position peaked at $87.8K in Q4 2019. 1,138 funds tracked by Wall St. Rank hold VUG as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Vanguard Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 2,892 Vanguard Growth ETF shares in Q2 2020, an estimated $75.5K.
  • Vaughan & Co Securities first reported a position in Vanguard Growth ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Vanguard Growth ETF position peaked at $87.8K in Q4 2019.
  • 1,138 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.