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Vanguard Growth ETF shares owned by Integrated Wealth Management

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

Historical chart of Integrated Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 8.3k 487.86

More positions owned by Integrated Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Growth Etf (VUG)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Elevation Series Trust Trueshares Quart (QBER)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Integrated Wealth Management

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Valpey Financial Services
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

View all funds holding Vanguard Growth ETF