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Vanguard Growth ETF shares owned by Southern Wealth Management

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

Historical chart of Southern Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-03-31 $21M 84k 249.44
2022-12-31 $18M 84k 213.11
2022-09-30 $19M 86k 222.74
2022-06-30 $21M 94k 222.89
2022-03-31 $28M 96k 287.60
2021-12-31 $31M 96k 320.90
2021-09-30 $41M 142k 290.17
2021-06-30 $43M 143k 298.65
2021-03-31 $37M 145k 257.04
2020-12-31 $40M 156k 253.34
2020-09-30 $35M 156k 227.61
2020-06-30 $21M 102k 202.09
2020-03-31 $16M 102k 156.69
2019-12-31 $19M 102k 182.17

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

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
LPL Financial
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard Growth ETF