Vanguard Growth ETF shares owned by Forum Financial Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 7.6k | 479.55 |
| 2025-06-30 | $3.3M | 7.5k | 438.36 |
| 2025-03-31 | $2.7M | 7.2k | 370.78 |
| 2024-12-31 | $2.9M | 7.0k | 410.44 |
| 2024-09-30 | $2.7M | 7.0k | 383.95 |
| 2024-06-30 | $2.6M | 6.8k | 374.01 |
| 2024-03-31 | $1.7M | 5.0k | 344.21 |
| 2023-12-31 | $2.3M | 7.4k | 310.88 |
| 2023-09-30 | $2.2M | 8.0k | 272.32 |
| 2023-06-30 | $2.4M | 8.3k | 282.97 |
| 2023-03-31 | $1.4M | 5.7k | 249.45 |
| 2022-12-31 | $1.2M | 5.6k | 213.11 |
| 2022-09-30 | $1.1M | 5.2k | 214.02 |
| 2022-06-30 | $1.2M | 5.4k | 222.95 |
| 2022-03-31 | $2.0M | 6.9k | 287.55 |
| 2021-12-31 | $2.5M | 7.8k | 320.86 |
More positions owned by Forum Financial Management
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