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Vanguard Growth ETF shares owned by Stephenson & Company

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Stephenson & Company from 13F filings

Historical chart of Stephenson & Company investment in Vanguard Growth ETF

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All positions including Vanguard Growth ETF held by Stephenson & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Stephenson & Company

Quarter filed Position value Share count Share price at filing
2024-12-31 $240k 585 410.44
2024-09-30 $225k 585 383.93
2024-06-30 $219k 585 374.01
2024-03-31 $201k 585 344.20
2023-12-31 $202k 650 310.88

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg High Y (JNK)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Stephenson & Company

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
EP Wealth Advisors
FMR
Mill Creek Capital Advisors
Adviser Investments
Pnc Financial Services

View all funds holding Vanguard Growth ETF