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Vanguard Growth ETF shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Vanguard Growth ETF

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All positions including Vanguard Growth ETF held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $364k 834 436.79

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Moneta Group Investment Advisors
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
EP Wealth Advisors
Tiaa-cref Individual & Institutional Services
Raymond James Financial
FMR
Mill Creek Capital Advisors

View all funds holding Vanguard Growth ETF