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Vanguard Growth ETF shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $174k 423 410.44
2024-09-30 $162k 423 383.93
2024-03-31 $146k 423 344.20
2023-12-31 $132k 423 310.88

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Vanguard Growth ETF

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

View all funds holding Vanguard Growth ETF