Vanguard Growth ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $86M | 180k | 479.57 |
| 2025-06-30 | $76M | 174k | 438.43 |
| 2025-03-31 | $62M | 167k | 370.86 |
| 2024-12-31 | $68M | 165k | 410.45 |
| 2024-09-30 | $61M | 160k | 383.93 |
| 2024-06-30 | $56M | 153k | 367.30 |
| 2024-03-31 | $42M | 136k | 310.88 |
| 2023-12-31 | $42M | 136k | 310.88 |
| 2023-09-30 | $33M | 121k | 272.31 |
| 2023-06-30 | $28M | 99k | 282.96 |
| 2023-03-31 | $22M | 90k | 249.44 |
| 2022-12-31 | $17M | 81k | 213.10 |
| 2022-09-30 | $8.1M | 38k | 211.76 |
| 2022-06-30 | $3.8M | 17k | 222.97 |
| 2022-03-31 | $3.9M | 14k | 287.64 |
| 2021-12-31 | $4.0M | 12k | 320.89 |
More positions owned by EverSource Wealth Advisors
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