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Vanguard Growth ETF shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $184k 2.1k 86.16
2026-03-31 $118k 270 437.27
2025-12-31 $68k 140 488.84
2025-09-30 $67k 140 480.48
2025-06-30 $62k 140 439.15
2025-03-31 $47k 127 371.52
2024-12-31 $57k 139 411.14
2024-09-30 $49k 127 384.65
2024-06-30 $48k 127 374.72
2024-03-31 $44k 127 344.85
2023-12-31 $40k 127 311.46