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Vanguard Growth ETF shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $4.4M 15k 286.82
2021-03-31 $4.0M 16k 257.03
2020-12-31 $4.0M 16k 253.37

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
EP Wealth Advisors
FMR
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services

View all funds holding Vanguard Growth ETF