WEC
VUG icon

Winslow Evans & Crocker’s Vanguard Growth ETF VUG Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.43M Buy
33,936
+29,202
+617% +$1.17M 0.27% 84
2020
Q3 		$180K Sell
4,734
-1,860
-28% -$68.7K 0.04% 281
2020
Q2 		$222K Buy
6,594
+2,574
+64% +$79.2K 0.06% 259
2020
Q1 		$106K Buy
4,020
+60
+2% +$1.8K 0.03% 322
2019
Q4 		$122K Buy
3,960
+1,056
+36% +$30.5K 0.03% 369
2019
Q3 		$82K Buy
2,904
+588
+25% +$16.3K 0.02% 429
2019
Q2 		$64K Sell
2,316
-1,584
-41% -$42.3K 0.02% 471
2019
Q1 		$102K Buy
3,900
+3,264
+513% +$80.6K 0.03% 383
2018
Q4 		$16K Sell
636
-504
-44% -$12.2K 0.01% 680
2018
Q3 		$32K Hold
1,140
– – 0.01% 571
2018
Q2 		$30K Buy
1,140
+204
+22% +$5K 0.01% 604
2018
Q1 		$22K Sell
936
-5,520
-86% -$135K 0.01% 625
2017
Q4 		$151K Buy
6,456
+420
+7% +$9.64K 0.05% 300
2017
Q3 		$133K Sell
6,036
-22,134
-79% -$481K 0.04% 308
2017
Q2 		$596K Buy
28,170
+1,254
+5% +$26.3K 0.16% 142
2017
Q1 		$546K Buy
26,916
+9,156
+52% +$181K 0.17% 134
2016
Q4 		$330K Buy
17,760
+1,884
+12% +$34.8K 0.1% 202
2016
Q3 		$297K Buy
15,876
+14,520
+1,071% +$270K 0.09% 237
2016
Q2 		$24.1K Buy
1,356
+1,146
+546% +$20.4K 0.01% 655
2016
Q1 		$3.73K Sell
210
-6
-3% -$101 ﹤0.01% 1077
2015
Q4 		$3.72K Buy
+216
New +$3.87K ﹤0.01% 1125

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

Winslow Evans & Crocker's VUG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Growth ETF (VUG) stake by 617% in Q4 2020, buying an estimated $1.17M and bringing the position to 33,936 shares worth $1.43M. The position accounts for 0.27% of the portfolio, ranked #84.

Winslow Evans & Crocker first reported a position in VUG in Q4 2015 and has held it in 21 quarters since. 1,355 funds tracked by Wall St. Rank hold VUG as of Q4 2020.

  • Winslow Evans & Crocker held 33,936 shares of Vanguard Growth ETF worth $1.43M as of Q4 2020.
  • Winslow Evans & Crocker bought 29,202 Vanguard Growth ETF shares in Q4 2020, an estimated $1.17M.
  • Vanguard Growth ETF made up 0.27% of Winslow Evans & Crocker's portfolio in Q4 2020, its #84 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Growth ETF in Q4 2015 and has held it in 21 quarters since.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.