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Vanguard Growth ETF shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $199k 408 487.48
2025-09-30 $227k 473 479.11
2025-06-30 $209k 476 438.72
2025-03-31 $173k 427 405.99
2024-12-31 $105k 257 409.46

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Visa Inc Com Cl A Stock (V)
Apple Stock (AAPL)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Wells Fargo Stock (WFC)
Jpmorgan Chase & Co Stock (JPM)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Caterpillar Stock (CAT)

View all positions for Roxbury Financial

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Valpey Financial Services
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
Raymond James Financial
FMR
Mill Creek Capital Advisors
Pnc Financial Services
Adviser Investments

View all funds holding Vanguard Growth ETF