Rolek Wealth Management »

Vanguard Growth ETF shares owned by Rolek Wealth Management

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

Historical chart of Rolek Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Rolek Wealth Management 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 Rolek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $58M 120k 487.86
2025-09-30 $56M 118k 479.61
2025-06-30 $51M 117k 438.40
2025-03-31 $43M 119k 362.26
2024-12-31 $46M 112k 410.44

More positions owned by Rolek Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr State Street Tec (XLK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Rolek Wealth Management

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
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
Adviser Investments

View all funds holding Vanguard Growth ETF