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Vanguard Growth ETF shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.0M 22k 272.31
2023-06-30 $6.5M 23k 282.95
2023-03-31 $5.9M 24k 249.44
2022-12-31 $5.4M 26k 213.11
2022-09-30 $5.5M 26k 213.95
2022-06-30 $5.7M 26k 222.88
2022-03-31 $9.1M 32k 287.59

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding Vanguard Growth ETF

Bank of America Corporation
UBS Group
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
D.A. Davidson & Co.
Royal Bank of Canada
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Vanguard Growth ETF