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Vanguard Growth ETF shares owned by Forbes Financial Planning

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Forbes Financial Planning from 13F filings

Historical chart of Forbes Financial Planning investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 982 344.20
2023-09-30 $249k 914 272.31
2023-06-30 $259k 914 282.96
2023-03-31 $228k 914 249.44
2022-06-30 $204k 914 223.19
2022-03-31 $263k 914 287.75
2021-12-31 $294k 914 321.66

More positions owned by Forbes Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr S&p Divid Etf (SDY)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Forbes Financial Planning

Top funds holding Vanguard Growth ETF

Bank of America Corporation
UBS Group
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
D.A. Davidson & Co.
Royal Bank of Canada
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Vanguard Growth ETF