Vanguard Growth ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 7.7k | 479.62 |
| 2025-06-30 | $4.0M | 9.2k | 438.41 |
| 2025-03-31 | $3.7M | 9.9k | 370.82 |
| 2024-12-31 | $4.3M | 11k | 410.45 |
| 2024-09-30 | $4.3M | 11k | 383.94 |
| 2024-06-30 | $4.2M | 11k | 374.02 |
| 2024-03-31 | $4.2M | 12k | 344.21 |
| 2023-12-31 | $4.1M | 13k | 310.88 |
| 2023-09-30 | $3.7M | 14k | 272.31 |
| 2023-06-30 | $3.9M | 14k | 282.96 |
| 2023-03-31 | $3.6M | 15k | 249.44 |
| 2022-12-31 | $3.1M | 15k | 213.11 |
| 2022-09-30 | $3.4M | 16k | 213.96 |
| 2022-06-30 | $3.7M | 17k | 222.88 |
| 2022-03-31 | $4.9M | 17k | 287.58 |
| 2021-12-31 | $5.5M | 17k | 320.93 |
| 2021-09-30 | $5.3M | 18k | 290.17 |
| 2021-06-30 | $5.4M | 19k | 286.82 |
| 2021-03-31 | $4.9M | 19k | 257.04 |
| 2020-12-31 | $5.1M | 20k | 253.32 |
| 2020-09-30 | $4.6M | 20k | 227.62 |
| 2020-06-30 | $3.3M | 16k | 202.10 |
| 2020-03-31 | $3.3M | 21k | 156.68 |
| 2019-12-31 | $1.1M | 1.1k | 1000.00 |
| 2019-09-30 | $1.6M | 9.4k | 166.33 |
| 2019-06-30 | $4.2M | 26k | 163.39 |
| 2019-03-31 | $4.9M | 31k | 156.56 |
More positions owned by Institute For Wealth Management
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