Vanguard Growth ETF shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Vanguard Growth ETF
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All positions including Vanguard Growth ETF held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Growth ETF by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $519k | 1.1k | 479.61 |
| 2025-06-30 | $430k | 980 | 438.40 |
| 2025-03-31 | $507k | 1.4k | 370.82 |
| 2024-12-31 | $632k | 1.5k | 410.44 |
| 2024-09-30 | $628k | 1.6k | 383.93 |
| 2024-06-30 | $553k | 1.5k | 374.01 |
| 2024-03-31 | $409k | 1.2k | 344.20 |
| 2023-12-31 | $390k | 1.3k | 310.88 |
| 2023-09-30 | $351k | 1.3k | 272.31 |
| 2023-06-30 | $385k | 1.4k | 281.01 |
| 2023-03-31 | $355k | 1.4k | 253.66 |
| 2022-12-31 | $475k | 2.2k | 213.11 |
| 2022-09-30 | $513k | 2.4k | 213.95 |
| 2022-06-30 | $247k | 1.1k | 222.89 |
| 2022-03-31 | $319k | 1.1k | 287.60 |
| 2021-12-31 | $374k | 1.2k | 320.90 |
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