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Vanguard Growth ETF shares owned by Moulton Wealth Management

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

Historical chart of Moulton Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $949k 2.0k 479.49
2024-12-31 $3.5M 8.5k 410.42
2024-09-30 $3.2M 8.4k 383.38
2024-06-30 $4.1M 11k 391.02
2021-12-31 $3.8M 12k 317.88
2021-09-30 $3.6M 12k 293.19

More positions owned by Moulton Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Goldman Sachs Physical Gold Unit (AAAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr China Lg-cap Etf (FXI)

View all positions for Moulton Wealth Management

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Morgan Stanley
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
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada

View all funds holding Vanguard Growth ETF