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Westwood Management Corporation’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Westwood Management Corporation’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
2019
Q3 		– Sell
-96,000
Closed -$2.61M – 79
2019
Q2 		$2.61M Buy
+96,000
New +$2.56M 0.34% 27

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Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Westwood Management Corporation's VUG Position: Q3 2019 in Review

Westwood Management Corporation sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2019, closing a stake of 96,000 shares — an estimated $2.61M sold.

Westwood Management Corporation first reported a position in VUG in Q2 2019 and held it in 1 quarter. The position peaked at $2.61M in Q2 2019. 937 funds tracked by Wall St. Rank hold VUG as of Q3 2019.

  • Westwood Management Corporation reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Westwood Management Corporation sold 96,000 Vanguard Morningstar Growth ETF shares in Q3 2019, an estimated $2.61M.
  • Westwood Management Corporation first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and held it in 1 quarter.
  • Westwood Management Corporation's Vanguard Morningstar Growth ETF position peaked at $2.61M in Q2 2019.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2019.

Based on Westwood Management Corporation's 13F filing for Q3 2019, filed 25 Oct 2019.