Vanguard Growth ETF shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 26k | 479.61 |
| 2025-06-30 | $11M | 25k | 438.40 |
| 2025-03-31 | $9.0M | 24k | 370.82 |
| 2024-12-31 | $9.3M | 23k | 410.44 |
| 2024-09-30 | $8.1M | 21k | 383.93 |
| 2024-06-30 | $7.5M | 20k | 374.01 |
| 2024-03-31 | $6.3M | 18k | 344.20 |
| 2023-12-31 | $5.3M | 17k | 310.89 |
| 2023-09-30 | $4.6M | 17k | 272.31 |
| 2023-06-30 | $4.6M | 16k | 282.95 |
| 2023-03-31 | $3.8M | 15k | 249.44 |
| 2022-12-31 | $1.9M | 7.3k | 257.04 |
| 2022-09-30 | $3.3M | 15k | 213.98 |
| 2022-06-30 | $3.0M | 14k | 222.87 |
| 2022-03-31 | $3.6M | 12k | 287.61 |
| 2021-12-31 | $3.7M | 11k | 320.88 |
| 2021-06-30 | $2.5M | 8.8k | 286.79 |
| 2021-03-31 | $1.9M | 7.3k | 257.04 |
| 2020-12-31 | $1.3M | 5.2k | 253.37 |
| 2020-09-30 | $971k | 4.3k | 227.72 |
| 2020-06-30 | $795k | 3.9k | 201.98 |
| 2020-03-31 | $535k | 2.9k | 182.16 |
| 2019-12-31 | $535k | 2.9k | 182.16 |