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Vanguard Growth ETF shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $830k 1.7k 487.84
2025-09-30 $796k 1.7k 479.62
2025-06-30 $751k 1.7k 438.48
2025-03-31 $560k 1.5k 370.90

More positions owned by 4wealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Johnson & Johnson (JNJ)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for 4wealth Advisors

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Valpey Financial Services
Envestnet Asset Management
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Tiaa Trust, National Association
EP Wealth Advisors
Raymond James Financial
FMR
Mill Creek Capital Advisors
Pnc Financial Services
Adviser Investments

View all funds holding Vanguard Growth ETF