Vanguard Growth ETF shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.1k | 479.60 |
| 2025-06-30 | $1.4M | 3.3k | 438.37 |
| 2025-03-31 | $1.2M | 3.2k | 360.42 |
| 2024-12-31 | $455k | 1.1k | 425.91 |
| 2024-09-30 | $338k | 880 | 383.67 |
| 2024-06-30 | $326k | 871 | 374.05 |
| 2024-03-31 | $359k | 1.0k | 344.23 |
| 2023-12-31 | $295k | 949 | 310.91 |
| 2023-09-30 | $258k | 947 | 272.33 |
| 2023-06-30 | $269k | 949 | 282.97 |
| 2023-03-31 | $237k | 949 | 249.45 |
| 2022-12-31 | $202k | 949 | 213.11 |
| 2022-09-30 | $201k | 942 | 213.38 |
| 2022-06-30 | $244k | 942 | 259.02 |
| 2022-03-31 | $316k | 1.1k | 287.53 |
| 2021-12-31 | $275k | 857 | 320.89 |
More positions owned by Confluence Wealth Services
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