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Vanguard Growth ETF shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth Management investment in Vanguard Growth ETF

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 2.5k 410.49
2024-09-30 $977k 2.5k 383.95
2024-06-30 $944k 2.5k 374.02
2024-03-31 $869k 2.5k 344.21
2023-12-31 $784k 2.5k 310.84
2023-09-30 $682k 2.5k 272.26
2023-06-30 $710k 2.5k 283.02
2023-03-31 $626k 2.5k 249.48
2022-12-31 $534k 2.5k 213.14
2022-09-30 $536k 2.5k 213.80
2022-06-30 $4.9M 22k 222.88
2022-03-31 $717k 2.5k 287.72
2021-12-31 $800k 2.5k 321.03
2021-09-30 $723k 2.5k 290.13
2021-06-30 $715k 2.5k 286.92
2021-03-31 $632k 2.5k 257.22
2020-12-31 $622k 2.5k 253.15
2020-09-30 $559k 2.5k 227.51
2020-06-30 $497k 2.5k 202.28
2020-03-31 $401k 2.6k 156.76
2019-12-31 $466k 2.6k 182.17
2019-09-30 $232k 1.4k 166.43
2019-06-30 $442k 2.7k 163.46
2019-03-31 $423k 2.7k 156.43
2018-12-31 $469k 3.5k 134.46
2016-06-30 $6.0k 54 111.11
2016-03-31 $20k 183 109.29
2015-12-31 $407k 3.8k 106.43
2015-09-30 $354k 3.5k 100.20
2015-06-30 $401k 3.7k 106.99
2015-03-31 $389k 3.7k 104.71
2014-12-31 $89k 852 104.46
2014-09-30 $85k 852 99.77
2014-06-30 $84k 852 98.59
2014-03-31 $83k 891 93.15
2013-12-31 $36k 387 93.02
2013-09-30 $41k 487 84.19

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Financial (XLF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Focused Wealth Management

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
EP Wealth Advisors
FMR
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services

View all funds holding Vanguard Growth ETF