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Vanguard Growth ETF shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $59M 124k 479.61
2025-06-30 $54M 124k 438.40
2025-03-31 $44M 118k 370.82
2024-09-30 $44M 116k 383.93
2024-06-30 $43M 116k 374.01
2024-03-31 $40M 116k 344.20
2023-12-31 $37M 119k 310.88
2023-09-30 $32M 116k 272.31
2023-06-30 $35M 122k 282.96
2023-03-31 $30M 121k 249.44
2022-12-31 $26M 120k 213.11
2022-09-30 $26M 119k 213.95
2022-06-30 $26M 117k 222.89
2022-03-31 $31M 108k 287.60
2021-12-31 $32M 98k 320.90
2021-09-30 $29M 99k 290.17
2021-06-30 $28M 99k 286.81
2021-03-31 $26M 101k 257.04
2020-12-31 $26M 101k 253.34
2020-09-30 $23M 103k 227.61
2020-06-30 $21M 103k 202.09
2020-03-31 $16M 103k 156.69
2019-12-31 $19M 104k 182.17
2019-09-30 $18M 106k 166.28
2019-06-30 $16M 100k 163.39
2019-03-31 $1.4M 9.0k 156.42
2018-12-31 $1.2M 9.0k 134.30
2018-09-30 $1.4M 8.7k 161.41
2018-06-30 $1.3M 8.7k 150.32
2018-03-31 $1.2M 8.8k 138.45
2017-12-31 $1.3M 8.8k 145.60
2017-09-30 $1.4M 10k 134.32
2017-06-30 $1.3M 10k 127.44
2017-03-31 $1.3M 11k 121.03
2016-12-31 $1.2M 11k 114.31
2016-09-30 $1.2M 11k 111.56

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Tiaa Trust, National Association
EP Wealth Advisors
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada

View all funds holding Vanguard Growth ETF