Genesis Private Wealth »

Vanguard Growth ETF shares owned by Genesis Private Wealth

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

Historical chart of Genesis Private Wealth investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Genesis Private Wealth 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 Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $661k 1.4k 479.70
2025-06-30 $566k 1.3k 438.48
2025-03-31 $476k 1.3k 370.89
2024-12-31 $529k 1.3k 410.48

More positions owned by Genesis Private Wealth

Ishares Tr Rus 1000 Grw Etf (IWF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pgim Etf Tr Total Return Bon (PTRB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Genesis Private Wealth

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Tiaa Trust, National Association
EP Wealth Advisors
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada

View all funds holding Vanguard Growth ETF