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Vanguard Growth ETF shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $129k 269 479.61
2025-06-30 $118k 269 438.40
2025-03-31 $100k 269 370.82
2024-12-31 $110k 269 410.44