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Vanguard Growth ETF shares owned by Grand Wealth Management

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

Historical chart of Grand Wealth Management investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $65k 170 384.46
2024-06-30 $64k 170 374.99
2024-03-31 $59k 170 344.68
2023-12-31 $56k 181 311.29
2023-09-30 $49k 181 272.67
2023-06-30 $16k 57 284.02

More positions owned by Grand Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Global Core Plus (DFGP)

View all positions for Grand Wealth Management

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard Growth ETF