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West Tower Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

West Tower Group’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 		– Sell
-4,668
Closed -$220K – 829
2023
Q2 		$220K Buy
+4,668
New +$202K 0.16% 71

Other funds holding VUG

Bank of America
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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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Tower Group's VUG Position: Q3 2023 in Review

West Tower Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2023, closing a stake of 4,668 shares — an estimated $220K sold.

West Tower Group first reported a position in VUG in Q2 2023 and held it in 1 quarter. The position peaked at $220K in Q2 2023. 1,830 funds tracked by Wall St. Rank hold VUG as of Q3 2023.

  • West Tower Group reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2023 after selling out during the quarter.
  • West Tower Group sold 4,668 Vanguard Morningstar Growth ETF shares in Q3 2023, an estimated $220K.
  • West Tower Group first reported a position in Vanguard Morningstar Growth ETF in Q2 2023 and held it in 1 quarter.
  • West Tower Group's Vanguard Morningstar Growth ETF position peaked at $220K in Q2 2023.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2023.

Based on West Tower Group's 13F filing for Q3 2023, filed 14 Nov 2023.