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Vanguard Growth ETF shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Sterling Group 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 Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $287k 768 374.01
2023-12-31 $306k 985 310.88
2023-09-30 $268k 985 272.31
2023-06-30 $279k 985 282.96
2023-03-31 $246k 985 249.44
2022-12-31 $210k 985 213.11

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Fs Kkr Capital Corp (FSK)

View all positions for Sterling Group Wealth Management

Top funds holding Vanguard Growth ETF

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

View all funds holding Vanguard Growth ETF