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Woodley Farra Manion Portfolio Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Woodley Farra Manion Portfolio Management’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
-1,296
Closed -$44K – 393
2020
Q2 		$44K Hold
1,296
– – ﹤0.01% 181
2020
Q1 		$34K Hold
1,296
– – ﹤0.01% 191
2019
Q4 		$39K Buy
+1,296
New +$37.4K ﹤0.01% 198

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 $424B AUM 22.94% 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

Woodley Farra Manion Portfolio Management's VUG Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2020, closing a stake of 1,296 shares — an estimated $44K sold.

Woodley Farra Manion Portfolio Management first reported a position in VUG in Q4 2019 and held it in 3 quarters. The position peaked at $44K in Q2 2020. 1,187 funds tracked by Wall St. Rank hold VUG as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 1,296 Vanguard Morningstar Growth ETF shares in Q3 2020, an estimated $44K.
  • Woodley Farra Manion Portfolio Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Vanguard Morningstar Growth ETF position peaked at $44K in Q2 2020.
  • 1,187 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.