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Vanguard Growth ETF shares owned by Capital & Planning

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Capital & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.5k 8 436.75
2024-12-31 $3.3k 8 410.50

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View all positions for Capital & Planning

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Moneta Group Investment Advisors
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
EP Wealth Advisors
Raymond James Financial
Tiaa-cref Individual & Institutional Services
Nelson, Van Denburg & Campbell Wealth Management
FMR

View all funds holding Vanguard Growth ETF