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Vanguard Growth ETF shares owned by Planned Solutions

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $647k 1.3k 479.61
2025-06-30 $712k 1.6k 438.40
2024-09-30 $78k 204 383.93
2023-12-31 $63k 204 310.88
2020-12-31 $44k 173 254.34
2020-09-30 $39k 173 225.43

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)
Apple Stock (AAPL)

View all positions for Planned Solutions

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Morgan Stanley
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
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada

View all funds holding Vanguard Growth ETF