Forum Private Client Group »

Vanguard Growth ETF shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Growth ETF by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 10k 310.88
2023-06-30 $3.2M 11k 282.97
2023-03-31 $3.1M 12k 249.44
2022-12-31 $2.8M 13k 213.12
2022-09-30 $2.7M 13k 213.94
2022-06-30 $2.9M 13k 222.86
2022-03-31 $2.9M 10k 287.56

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

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
D.A. Davidson & Co.
Royal Bank of Canada
Bank of New York Mellon
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Vanguard Growth ETF