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Vanguard Growth ETF shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 562 487.62
2025-09-30 $273k 570 478.20

More positions owned by Capstone Wealth Management Group

Apple (AAPL)
Spdr Series Trust State Street Spd (BIL)
Select Sector Spdr Tr State Street Tec (XLK)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Fin (XLF)
NVIDIA Corporation (NVDA)
Ishares Tr Us Aer Def Etf (ITA)
Wheaton Precious Metals Corp (WPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (BILS)
Vaneck Etf Trust Gold Miners Etf (GDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Silver Tr Ishares (SLV)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr State Street Hea (XLV)

View all positions for Capstone Wealth Management Group

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