W
VUG icon

WealthShield’s Vanguard Morningstar Growth ETF VUG Stock Holding History

WealthShield’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
2017
Q4 		$235K Buy
+9,930
New +$228K 0.14% 117

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

WealthShield's VUG Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Growth ETF (VUG) in Q4 2017: 9,930 shares worth $235K. The stake represents 0.14% of the portfolio and ranks #117 among its holdings.

711 funds tracked by Wall St. Rank hold VUG as of Q4 2017.

  • WealthShield held 9,930 shares of Vanguard Morningstar Growth ETF worth $235K as of Q4 2017.
  • Vanguard Morningstar Growth ETF was a new WealthShield position in Q4 2017.
  • Vanguard Morningstar Growth ETF made up 0.14% of WealthShield's portfolio in Q4 2017, its #117 holding.
  • 711 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.