Wealthfront’s Vanguard Growth ETF VUG Stock Holding History

Wealthfront’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 Q3	$302K	Buy	11,262 +1,824	+19%	+$47.7K	﹤0.01%	443
2018 Q2	$236K	Buy	9,438 +438	+5%	+$10.7K	﹤0.01%	472
2018 Q1	$213K	Sell	9,000 -996	-10%	-$24.3K	﹤0.01%	488
2017 Q4	$234K	Sell	9,996 -102	-1%	-$2.34K	﹤0.01%	468
2017 Q3	$223K	Buy	+10,098	New	+$220K	﹤0.01%	474
2015 Q3	–	Sell	-2,064	Closed	-$37K	–	1459
2015 Q2	$37K	Buy	2,064 +1,602	+347%	+$29.1K	﹤0.01%	535
2015 Q1	$8K	Buy	+462	New	+$8.19K	﹤0.01%	685

Other funds holding VUG

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Wealthfront's VUG Position: Q3 2018 in Review

Wealthfront increased its Vanguard Growth ETF (VUG) stake by 19% in Q3 2018, buying an estimated $47.7K and bringing the position to 11,262 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Wealthfront first reported a position in VUG in Q1 2015 and has held it in 7 quarters since. 753 funds tracked by Wall St. Rank hold VUG as of Q3 2018.

Wealthfront held 11,262 shares of Vanguard Growth ETF worth $302K as of Q3 2018.
Wealthfront bought 1,824 Vanguard Growth ETF shares in Q3 2018, an estimated $47.7K.
Vanguard Growth ETF made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #443 holding.
Wealthfront first reported a position in Vanguard Growth ETF in Q1 2015 and has held it in 7 quarters since.
753 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.