Vanguard Growth ETF shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 4.4k | 480.12 |
| 2025-06-30 | $403k | 920 | 438.03 |
| 2025-03-31 | $341k | 919 | 370.51 |
| 2024-12-31 | $343k | 834 | 410.63 |
| 2024-09-30 | $468k | 1.2k | 383.78 |
| 2024-06-30 | $456k | 1.2k | 374.10 |
| 2024-03-31 | $582k | 1.7k | 344.28 |
| 2023-09-30 | $384k | 1.4k | 272.30 |
| 2023-06-30 | $345k | 1.2k | 282.92 |
| 2023-03-31 | $277k | 1.1k | 249.37 |
| 2022-12-31 | $286k | 1.3k | 213.03 |
| 2022-09-30 | $297k | 1.4k | 214.13 |
| 2022-06-30 | $343k | 1.5k | 223.16 |
| 2022-03-31 | $494k | 1.7k | 287.54 |
| 2021-12-31 | $587k | 1.8k | 320.77 |
| 2021-09-30 | $463k | 1.6k | 290.10 |
| 2021-06-30 | $488k | 1.7k | 287.06 |
| 2021-03-31 | $437k | 1.7k | 257.06 |
More positions owned by Mount Yale Investment Advisors
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