Retirement Capital Strategies »

Vanguard Growth ETF shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Growth ETF by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 2.5k 410.44
2024-03-31 $1.5M 4.5k 344.18
2023-12-31 $1.8M 5.8k 310.88

More positions owned by Retirement Capital Strategies

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust S&p 500 Esg Etf (EFIV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Spdr Series Trust Bloomberg 3-12 M (BILS)
RBB Us Treas 3 Mnth (TBIL)
3M Company (MMM)

View all positions for Retirement Capital Strategies

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