Vanguard Growth ETF shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.8k | 479.62 |
| 2025-06-30 | $1.2M | 2.8k | 438.41 |
| 2025-03-31 | $1.0M | 2.8k | 370.83 |
| 2024-12-31 | $1.1M | 2.7k | 410.45 |
| 2024-09-30 | $1.0M | 2.7k | 383.94 |
| 2024-06-30 | $1.2M | 3.3k | 374.02 |
| 2024-03-31 | $1.1M | 3.3k | 344.21 |
| 2023-12-31 | $1.0M | 3.3k | 310.89 |
| 2023-09-30 | $911k | 3.3k | 272.32 |
| 2023-06-30 | $947k | 3.3k | 282.97 |
| 2023-03-31 | $835k | 3.3k | 249.45 |
| 2022-12-31 | $713k | 3.3k | 213.11 |
| 2022-09-30 | $716k | 3.3k | 213.99 |
| 2022-06-30 | $746k | 3.3k | 222.95 |
| 2022-03-31 | $962k | 3.3k | 287.51 |
| 2021-12-31 | $1.1M | 3.3k | 320.98 |
| 2021-09-30 | $971k | 3.3k | 290.20 |
| 2021-06-30 | $960k | 3.3k | 286.91 |
| 2021-03-31 | $860k | 3.3k | 257.02 |
| 2020-12-31 | $847k | 3.3k | 253.44 |
| 2020-09-30 | $496k | 2.2k | 227.52 |
| 2020-06-30 | $440k | 2.2k | 202.30 |
| 2020-03-31 | $340k | 2.2k | 156.68 |
| 2019-12-31 | $395k | 2.2k | 182.03 |
| 2019-09-30 | $360k | 2.2k | 166.36 |
| 2019-06-30 | $352k | 2.2k | 163.42 |
| 2019-03-31 | $337k | 2.2k | 156.45 |
| 2018-12-31 | $289k | 2.2k | 134.17 |
| 2018-09-30 | $346k | 2.1k | 161.16 |