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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Holistic Planning

Quarter filed Position value Share count Share price at filing
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

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Axiom Advisory
Strategic Financial Concepts
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
Commonwealth Equity Services

View all funds holding Vanguard Growth ETF