Vanguard Growth ETF shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Growth ETF by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $105M | 217k | 483.28 |
| 2025-06-30 | $94M | 213k | 438.40 |
| 2025-03-31 | $77M | 208k | 370.82 |
| 2024-12-31 | $83M | 201k | 410.44 |
| 2024-09-30 | $74M | 193k | 383.93 |
| 2024-06-30 | $72M | 191k | 374.01 |
| 2024-03-31 | $65M | 190k | 344.20 |
| 2023-12-31 | $61M | 195k | 310.88 |
| 2023-09-30 | $41M | 151k | 272.33 |
| 2023-06-30 | $45M | 160k | 282.96 |
| 2023-03-31 | $40M | 161k | 249.44 |
| 2022-12-31 | $35M | 163k | 213.11 |
| 2022-09-30 | $35M | 165k | 213.95 |
| 2022-06-30 | $37M | 166k | 222.89 |
| 2022-03-31 | $49M | 169k | 287.60 |
| 2021-12-31 | $57M | 178k | 320.90 |
| 2021-09-30 | $47M | 161k | 290.17 |
| 2021-06-30 | $46M | 160k | 286.81 |
| 2021-03-31 | $42M | 162k | 257.04 |
| 2020-12-31 | $41M | 162k | 253.34 |
| 2020-09-30 | $35M | 152k | 228.07 |
| 2020-06-30 | $38M | 184k | 204.15 |
| 2020-03-31 | $30M | 193k | 156.69 |
| 2019-12-31 | $36M | 198k | 182.17 |
| 2019-09-30 | $32M | 194k | 166.64 |
| 2019-06-30 | $32M | 196k | 163.39 |
| 2019-03-31 | $22M | 137k | 156.41 |
| 2018-12-31 | $37M | 278k | 134.33 |
| 2018-09-30 | $41M | 275k | 150.34 |
| 2018-06-30 | $15M | 100k | 151.47 |
| 2018-03-31 | $12M | 84k | 141.88 |
| 2017-12-31 | $11M | 76k | 140.66 |
| 2017-09-30 | $8.0M | 61k | 132.75 |