Vanguard Growth ETF shares owned by Holistic Planning
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 18k | 479.62 |
| 2025-06-30 | $8.1M | 19k | 438.40 |
| 2025-03-31 | $5.7M | 15k | 370.82 |
| 2024-12-31 | $6.1M | 15k | 410.44 |
| 2024-09-30 | $5.4M | 14k | 383.94 |
| 2024-06-30 | $3.4M | 9.8k | 344.20 |
| 2024-03-31 | $3.4M | 9.8k | 344.20 |