Vanguard Growth ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Vanguard Growth ETF
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All positions including Vanguard Growth ETF held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Growth ETF by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 26k | 479.60 |
| 2025-06-30 | $6.0M | 14k | 438.42 |
| 2025-03-31 | $4.4M | 12k | 370.81 |
| 2024-12-31 | $5.7M | 14k | 410.44 |
| 2024-09-30 | $3.3M | 8.6k | 383.90 |
| 2024-06-30 | $2.9M | 7.8k | 373.99 |
| 2024-03-31 | $431k | 1.3k | 344.30 |
| 2023-12-31 | $2.0M | 6.5k | 310.88 |
| 2023-09-30 | $1.7M | 6.1k | 272.31 |
| 2023-06-30 | $1.7M | 6.0k | 282.96 |
| 2023-03-31 | $1.5M | 6.0k | 249.44 |
| 2022-12-31 | $1.3M | 6.1k | 213.11 |
| 2022-09-30 | $1.7M | 7.7k | 213.98 |
| 2022-06-30 | $2.0M | 7.9k | 256.88 |
| 2022-03-31 | $2.5M | 8.7k | 287.57 |
| 2021-12-31 | $2.5M | 8.7k | 288.43 |
| 2021-09-30 | $2.1M | 7.1k | 290.24 |
| 2021-06-30 | $2.0M | 7.1k | 286.81 |
| 2021-03-31 | $1.6M | 6.2k | 259.66 |
| 2020-12-31 | $1.7M | 6.1k | 268.94 |
| 2020-09-30 | $1.5M | 6.5k | 227.53 |
| 2020-06-30 | $1.2M | 5.4k | 222.41 |
| 2020-03-31 | $703k | 4.5k | 156.67 |
| 2019-12-31 | $856k | 4.7k | 182.09 |
| 2019-09-30 | $620k | 3.7k | 166.31 |
| 2019-06-30 | $622k | 3.8k | 164.59 |
| 2019-03-31 | $673k | 4.3k | 156.80 |
| 2018-12-31 | $650k | 4.3k | 149.60 |
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