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Vanguard Growth ETF shares owned by Theory Financial

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

Historical chart of Theory Financial investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 934 484.70
2025-06-30 $425k 934 455.18
2025-03-31 $346k 934 370.82
2024-12-31 $383k 934 410.44

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr Communication (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dbx Etf Tr Xtrack Usd High (HYLB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Theory Financial

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