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Vanguard Growth ETF shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.1M 17k 487.85
2025-09-30 $7.8M 16k 479.61
2025-06-30 $969k 2.2k 438.46
2025-03-31 $366k 987 370.93
2024-12-31 $434k 1.1k 410.45
2024-06-30 $22k 58 374.02

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

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