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Vanguard Growth ETF shares owned by Fidelis Wealth Advisors

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

Historical chart of Fidelis Wealth Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Fidelis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $868k 1.8k 481.44

More positions owned by Fidelis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)
Tidal Trust I Fund Gran Us Etf (GRNY)
Ishares Tr Rusel 2500 Etf (SMMD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Fidelis Wealth Advisors

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
EP Wealth Advisors
Raymond James Financial
Tiaa-cref Individual & Institutional Services
Pathstone Holdings
FMR
Mather Group
Morgan Stanley

View all funds holding Vanguard Growth ETF