Wharton Business Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Wharton Business 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
2020 Q3	–	Sell	-10,830	Closed	-$365K	–	117
2020 Q2	$365K	Hold	10,830	–	–	0.04%	80
2020 Q1	$283K	Hold	10,830	–	–	0.03%	79
2019 Q4	$329K	Hold	10,830	–	–	0.03%	87
2019 Q3	$300K	Hold	10,830	–	–	0.03%	79
2019 Q2	$295K	Sell	10,830 -204	-2%	-$5.45K	0.03%	81
2019 Q1	$288K	Buy	11,034 +204	+2%	+$5.03K	0.03%	82
2018 Q4	$242K	Hold	10,830	–	–	0.03%	91
2018 Q3	$291K	Hold	10,830	–	–	0.03%	86
2018 Q2	$270K	Hold	10,830	–	–	0.03%	88
2018 Q1	$256K	Hold	10,830	–	–	0.03%	92
2017 Q4	$254K	Hold	10,830	–	–	0.03%	96
2017 Q3	$240K	Buy	+10,830	New	+$235K	0.03%	100

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wharton Business Group's VUG Position: Q3 2020 in Review

Wharton Business Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2020, closing a stake of 10,830 shares — an estimated $365K sold.

Wharton Business Group first reported a position in VUG in Q3 2017 and held it in 12 quarters. The position peaked at $365K in Q2 2020. 1,187 funds tracked by Wall St. Rank hold VUG as of Q3 2020.

Wharton Business Group reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2020 after selling out during the quarter.
Wharton Business Group sold 10,830 Vanguard Morningstar Growth ETF shares in Q3 2020, an estimated $365K.
Wharton Business Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2017 and held it in 12 quarters.
Wharton Business Group's Vanguard Morningstar Growth ETF position peaked at $365K in Q2 2020.
1,187 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2020.

Based on Wharton Business Group's 13F filing for Q3 2020, filed 6 Nov 2020.