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Vanguard Growth ETF shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 3.3k 479.61
2025-06-30 $1.4M 3.2k 438.40
2025-03-31 $1.4M 3.8k 370.82
2024-12-31 $424k 1.0k 410.44
2024-09-30 $396k 1.0k 383.93

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Morgan Stanley
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
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada

View all funds holding Vanguard Growth ETF