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Vanguard Growth ETF shares owned by Swp Financial

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

Historical chart of Swp Financial investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Swp Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 30k 383.93
2024-06-30 $14M 38k 374.01
2024-03-31 $9.9M 29k 342.80
2023-12-31 $9.1M 29k 310.88

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Swp Financial

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