Stephenson & Company »

Vanguard Growth ETF shares owned by Stephenson & Company

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Stephenson & Company from 13F filings

Historical chart of Stephenson & Company investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Stephenson & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Growth ETF by Stephenson & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 585 344.20
2023-12-31 $202k 650 310.88

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Stephenson & Company

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Morgan Stanley
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
FMR
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard Growth ETF