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Vanguard Growth ETF shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by One Wealth Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 487 487.86
2025-09-30 $219k 457 479.61
2024-12-31 $895k 2.2k 410.44

More positions owned by One Wealth Capital Management

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for One Wealth Capital Management

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Valpey Financial Services
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
Raymond James Financial
FMR
Mill Creek Capital Advisors
Pnc Financial Services
Adviser Investments

View all funds holding Vanguard Growth ETF