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Vanguard Growth ETF shares owned by Swp Financial

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Swp Financial from 13F filings

Historical chart of Swp Financial investment in Vanguard Growth ETF

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All positions including Vanguard Growth ETF held by Swp Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Swp Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 29k 342.80
2023-12-31 $9.1M 29k 310.88

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Swp Financial

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Morgan Stanley
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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