SWMG »

Vanguard Growth ETF shares owned by SWMG

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

Historical chart of SWMG investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Growth ETF by SWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $960k 2.3k 408.62
2024-06-30 $1.2M 3.1k 374.01
2024-03-31 $1.1M 3.1k 344.20
2023-12-31 $1.1M 3.5k 310.88
2023-09-30 $889k 3.3k 272.31
2023-06-30 $836k 3.0k 282.96
2023-03-31 $281k 1.1k 249.44

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)

View all positions for SWMG

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