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Vanguard Growth ETF shares owned by Sherman Wealth Management

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

Historical chart of Sherman Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Sherman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 2.6k 487.80

More positions owned by Sherman Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Series Trust State Street Spd (BIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Proshares Tr Ultrapro Qqq (TQQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Sherman 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
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada
Adviser Investments
Cetera Investment Advisers

View all funds holding Vanguard Growth ETF