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Vanguard Growth ETF shares owned by Apex Wealth Management

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Apex Wealth Management from 13F filings

Historical chart of Apex Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Apex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Apex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.4M 11k 485.11
2025-09-30 $7.0M 15k 479.62
2025-06-30 $6.6M 15k 438.39
2025-03-31 $6.0M 16k 370.81

More positions owned by Apex Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Fidelity Covington Trust Intl Multifactor (FDEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Amazon (AMZN)
Tesla Motors (TSLA)
Apple (AAPL)

View all positions for Apex Wealth Management

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Envestnet Asset Management
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Tiaa Trust, National Association
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada
Adviser Investments
Cetera Investment Advisers

View all funds holding Vanguard Growth ETF