Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

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	$911K	Hold	20,082	–	–	0.41%	30
2023 Q2	$954K	Hold	20,082	–	–	0.41%	30
2023 Q1	$824K	Buy	20,082 +720	+4%	+$28K	0.39%	32
2022 Q4	$688K	Sell	19,362 -96	-0.5%	-$3.53K	0.37%	32
2022 Q3	$694K	Buy	19,458 +42	+0.2%	+$1.69K	0.35%	33
2022 Q2	$721K	Sell	19,416 -438	-2%	-$18K	0.35%	33
2022 Q1	$952K	Sell	19,854 -54	-0.3%	-$2.55K	0.34%	33
2021 Q4	$1.06M	Sell	19,908 -210	-1%	-$10.9K	0.37%	30
2021 Q3	$962K	Sell	20,118 -90	-0.4%	-$4.48K	0.38%	29
2021 Q2	$1M	Sell	20,208 -150	-0.7%	-$6.81K	0.37%	29
2021 Q1	$924K	Buy	20,358 +450	+2%	+$19.3K	0.37%	31
2020 Q4	$841K	Hold	19,908	–	–	0.37%	31
2020 Q3	$770K	Buy	19,908 +270	+1%	+$9.97K	0.36%	32
2020 Q2	$687K	Hold	19,638	–	–	0.36%	34
2020 Q1	$567K	Buy	+19,638	New	+$588K	0.38%	33

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Advisors's VUG Position: Q3 2023 in Review

Wealth Advisors held its Vanguard Growth ETF (VUG) position steady in Q3 2023 at 20,082 shares worth $911K. The position accounts for 0.41% of the portfolio, ranked #30.

Wealth Advisors first reported a position in VUG in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.06M in Q4 2021. 1,829 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

Wealth Advisors held 20,082 shares of Vanguard Growth ETF worth $911K as of Q3 2023.
Wealth Advisors left its Vanguard Growth ETF share count unchanged in Q3 2023.
Vanguard Growth ETF made up 0.41% of Wealth Advisors's portfolio in Q3 2023, its #30 holding.
Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2020 and has held it in 15 quarters since.
Wealth Advisors's Vanguard Growth ETF position peaked at $1.06M in Q4 2021.
1,829 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.