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Vanguard Growth ETF shares owned by Core Wealth Management

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

Historical chart of Core Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Core 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 Core Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 435 479.61
2024-09-30 $202k 541 374.01
2024-06-30 $202k 541 374.01

More positions owned by Core Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Nextera Energy (NEE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Alphabet Cap Stk Cl A (GOOGL)
McDonald's Corporation (MCD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Core 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