Wipfli Financial Advisors’s Vanguard Growth ETF VUG Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$984K	Buy	27,588 +2,928	+12%	+$118K	0.07%	121
2022 Q2	$916K	Buy	24,660 +6	+0%	+$246	0.1%	39
2022 Q1	$1.18M	Buy	24,654 +2,904	+13%	+$137K	0.12%	38
2021 Q4	$1.16M	Sell	21,750 -3,984	-15%	-$208K	0.13%	17
2021 Q3	$1.24M	Hold	25,734	–	–	0.16%	19
2021 Q2	$1.23M	Sell	25,734 -420	-2%	-$19.1K	0.17%	18
2021 Q1	$1.12M	Hold	26,154	–	–	0.61%	11
2020 Q4	$1.1M	Buy	+26,154	New	+$1.04M	0.66%	10

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wipfli Financial Advisors's VUG Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Growth ETF (VUG) stake by 12% in Q3 2022, buying an estimated $118K and bringing the position to 27,588 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #121.

Wipfli Financial Advisors first reported a position in VUG in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.24M in Q3 2021. 1,553 funds tracked by Wall St. Rank hold VUG as of Q3 2022.

Wipfli Financial Advisors held 27,588 shares of Vanguard Growth ETF worth $984K as of Q3 2022.
Wipfli Financial Advisors bought 2,928 Vanguard Growth ETF shares in Q3 2022, an estimated $118K.
Vanguard Growth ETF made up 0.07% of Wipfli Financial Advisors's portfolio in Q3 2022, its #121 holding.
Wipfli Financial Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's Vanguard Growth ETF position peaked at $1.24M in Q3 2021.
1,553 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.