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Vanguard Growth ETF shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 3.2k 486.23
2025-09-30 $1.5M 3.3k 470.40
2025-06-30 $1.6M 3.4k 459.12

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
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
Raymond James Financial
FMR
Mill Creek Capital Advisors
Pnc Financial Services
Adviser Investments
Royal Bank of Canada

View all funds holding Vanguard Growth ETF