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Vanguard Growth ETF shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $370k 1.2k 310.88
2023-09-30 $717k 2.6k 272.34
2023-06-30 $745k 2.6k 282.98
2023-03-31 $774k 3.1k 249.45
2022-12-31 $805k 3.8k 213.11
2022-09-30 $808k 3.8k 213.87
2022-06-30 $776k 3.5k 222.86
2022-03-31 $1.0M 3.5k 287.71
2021-09-30 $1.2M 4.2k 290.09
2021-06-30 $1.2M 4.1k 286.75
2020-12-31 $1.5M 6.6k 227.57
2020-09-30 $1.5M 6.6k 227.57
2020-06-30 $1.4M 7.0k 202.09
2020-03-31 $680k 4.3k 156.75
2019-12-31 $781k 4.3k 182.22
2019-09-30 $713k 4.3k 166.36
2019-06-30 $749k 4.6k 163.32
2019-03-31 $695k 4.4k 156.53
2018-12-31 $568k 4.2k 134.41
2018-09-30 $681k 4.2k 161.15
2018-06-30 $633k 4.2k 149.79
2018-03-31 $600k 4.2k 141.98
2017-12-31 $594k 4.2k 140.56
2017-09-30 $564k 4.3k 132.67
2017-06-30 $540k 4.3k 127.03
2017-03-31 $517k 4.3k 121.62
2016-12-31 $471k 4.2k 111.45
2016-09-30 $983k 8.8k 112.29
2016-06-30 $938k 8.8k 107.15
2016-03-31 $842k 7.9k 106.45
2015-12-31 $842k 7.9k 106.45
2015-09-30 $339k 3.4k 100.24
2015-06-30 $3.4M 32k 107.04
2015-03-31 $3.4M 32k 104.61
2014-12-31 $353k 3.4k 104.38
2014-09-30 $3.1M 31k 99.66
2014-06-30 $3.0M 31k 98.88
2014-03-31 $2.9M 31k 93.48
2013-12-31 $2.8M 31k 93.06
2013-09-30 $2.4M 29k 84.59
2013-06-30 $2.2M 29k 78.15
2013-03-31 $1.9M 24k 77.53
2012-12-31 $1.7M 24k 71.18
2012-09-30 $1.7M 24k 72.43
2012-06-30 $1.6M 24k 68.03
2012-03-31 $912k 14k 64.67
2011-12-31 $1.1M 17k 61.79
2011-09-30 $789k 14k 55.95
2011-06-30 $912k 14k 64.67