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Vanguard Growth ETF shares owned by Clear Perspective Advisors

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Clear Perspective Advisors from 13F filings

Historical chart of Clear Perspective Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Clear Perspective Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $5.0M 16k 320.88
2021-09-30 $4.6M 16k 290.18
2021-06-30 $4.6M 16k 286.80
2021-03-31 $4.4M 17k 257.06
2020-12-31 $4.2M 17k 253.34
2020-09-30 $133k 16k 8.20
2020-06-30 $3.3M 16k 202.10
2020-03-31 $2.5M 16k 156.68
2019-12-31 $2.8M 15k 182.16
2019-09-30 $5.0M 30k 166.25
2019-06-30 $2.5M 15k 163.41
2019-03-31 $3.1M 20k 156.43
2018-12-31 $2.9M 21k 134.31
2018-09-30 $2.6M 16k 161.03
2018-06-30 $2.4M 16k 149.78
2018-03-31 $2.3M 16k 141.85
2017-12-31 $2.4M 17k 140.64
2017-09-30 $2.1M 16k 132.75
2017-06-30 $2.1M 16k 127.07
2017-03-31 $1.9M 16k 121.63
2016-12-31 $1.7M 16k 111.45

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
EP Wealth Advisors
FMR
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services

View all funds holding Vanguard Growth ETF