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Vanguard Growth ETF shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Montis Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $335k 767 436.66
2025-09-30 $813k 1.7k 479.61
2025-06-30 $796k 1.8k 438.40
2025-03-31 $673k 1.8k 370.82

More positions owned by Montis Financial

Profesionally Managed Portfo Akre Focus Etf (AKRE)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Montis Financial

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