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Wealthspire Advisors (Maryland)’s Vanguard Growth ETF VUG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$11.4M Buy
301,740
+168,186
+126% +$6.21M 0.4% 34
2020
Q2 		$4.5M Buy
133,554
+25,434
+24% +$782K 0.32% 50
2020
Q1 		$2.82M Buy
108,120
+96,042
+795% +$2.88M 0.25% 60
2019
Q4 		$367K Buy
12,078
+12
+0.1% +$347 0.02% 330
2019
Q3 		$334K Buy
+12,066
New +$335K 0.02% 326
2019
Q2 		– Sell
-6,792
Closed -$177K – 2013
2019
Q1 		$177K Hold
6,792
– – 0.01% 465
2018
Q4 		$152K Sell
6,792
-1,938
-22% -$46.9K 0.01% 470
2018
Q3 		$234K Hold
8,730
– – 0.02% 421
2018
Q2 		$218K Buy
8,730
+18
+0.2% +$441 0.02% 441
2018
Q1 		$206K Sell
8,712
-282
-3% -$6.87K 0.02% 463
2017
Q4 		$211K Sell
8,994
-2,544
-22% -$58.4K 0.02% 467
2017
Q3 		$255K Buy
11,538
+1,062
+10% +$23.1K 0.03% 401
2017
Q2 		$222K Buy
10,476
+6,906
+193% +$145K 0.03% 420
2017
Q1 		$72K Hold
3,570
– – 0.01% 701
2016
Q4 		$66K Hold
3,570
– – 0.01% 697
2016
Q3 		$67K Sell
3,570
-540
-13% -$10K 0.01% 702
2016
Q2 		$73K Sell
4,110
-1,218
-23% -$21.7K 0.01% 624
2016
Q1 		$95K Hold
5,328
– – 0.02% 533
2015
Q4 		$94K Buy
+5,328
New +$95.4K 0.02% 542

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Wealthspire Advisors (Maryland)'s VUG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Growth ETF (VUG) stake by 126% in Q3 2020, buying an estimated $6.21M and bringing the position to 301,740 shares worth $11.4M. The position accounts for 0.4% of the portfolio, ranked #34.

Wealthspire Advisors (Maryland) first reported a position in VUG in Q4 2015 and has held it in 19 quarters since. 1,187 funds tracked by Wall St. Rank hold VUG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 301,740 shares of Vanguard Growth ETF worth $11.4M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 168,186 Vanguard Growth ETF shares in Q3 2020, an estimated $6.21M.
  • Vanguard Growth ETF made up 0.4% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #34 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Growth ETF in Q4 2015 and has held it in 19 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.