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Vanguard Growth ETF shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private Wealth investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 26k 479.61
2025-06-30 $12M 26k 438.40
2025-03-31 $9.3M 25k 370.82
2024-12-31 $284k 693 410.44
2024-09-30 $10M 26k 383.93
2024-06-30 $9.9M 27k 374.01

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares U S Etf Tr Short Duration B (NEAR)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Goldman Sachs Physical Gold Unit (AAAU)
Apple (AAPL)

View all positions for Gentry 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