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Vanguard Growth ETF shares owned by Strategic Planning Group

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Strategic Planning Group from 13F filings

Historical chart of Strategic Planning Group investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Strategic Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $484k 992 487.89
2025-09-30 $476k 991 480.08

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Microsoft Corporation (MSFT)
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Ishares Tr High Yld Systm B (HYDB)
Wal-Mart Stores (WMT)
Costco Wholesale Corporation (COST)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
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First Tr Exchange-traded Structured Cr In (SCIO)
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View all positions for Strategic Planning Group

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