Vanguard Growth ETF shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 730 | 479.74 |
| 2025-06-30 | $320k | 730 | 438.52 |
| 2024-12-31 | $216k | 526 | 410.59 |
| 2024-09-30 | $449k | 1.2k | 383.99 |
| 2024-06-30 | $408k | 1.1k | 374.01 |
| 2024-03-31 | $375k | 1.1k | 344.20 |
| 2023-12-31 | $361k | 1.2k | 310.88 |
| 2023-09-30 | $316k | 1.2k | 272.31 |
| 2023-06-30 | $329k | 1.2k | 282.96 |
| 2023-03-31 | $290k | 1.2k | 249.44 |
| 2022-12-31 | $247k | 1.2k | 213.11 |
| 2022-09-30 | $248k | 1.2k | 213.61 |
| 2022-06-30 | $259k | 1.2k | 223.08 |
| 2022-03-31 | $334k | 1.2k | 287.68 |
| 2021-12-31 | $373k | 1.2k | 321.27 |
| 2021-09-30 | $337k | 1.2k | 290.27 |
| 2021-06-30 | $333k | 1.2k | 286.82 |
| 2021-03-31 | $314k | 1.2k | 256.96 |
| 2020-12-31 | $464k | 1.8k | 253.41 |
| 2020-09-30 | $565k | 2.5k | 227.73 |
| 2020-06-30 | $262k | 1.3k | 202.32 |
| 2020-03-31 | $203k | 1.3k | 156.76 |
| 2019-12-31 | $236k | 1.3k | 182.24 |
| 2019-09-30 | $215k | 1.3k | 166.02 |
| 2019-06-30 | $294k | 1.8k | 163.79 |
| 2019-03-31 | $372k | 2.4k | 156.96 |