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Vanguard Growth ETF shares owned by M3 Wealth Management

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by M3 Wealth Management from 13F filings

Historical chart of M3 Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by M3 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 M3 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 464 487.82

More positions owned by M3 Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Visa Com Cl A (V)
Apple (AAPL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Chevron Corporation (CVX)
Verizon Communications (VZ)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)

View all positions for M3 Wealth Management

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
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada
Adviser Investments
Cetera Investment Advisers

View all funds holding Vanguard Growth ETF