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Vanguard Growth ETF shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 5.7k 383.99
2024-06-30 $2.1M 5.5k 374.03
2024-03-31 $1.8M 5.2k 344.22
2023-12-31 $1.6M 5.3k 310.88

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard Growth ETF