Vanguard Growth ETF shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 21k | 479.60 |
| 2025-06-30 | $9.0M | 21k | 438.41 |
| 2025-03-31 | $12M | 32k | 370.82 |
| 2024-12-31 | $8.2M | 20k | 410.44 |
| 2024-09-30 | $9.6M | 25k | 383.93 |
| 2024-06-30 | $9.1M | 24k | 374.01 |
| 2024-03-31 | $4.3M | 13k | 331.07 |
| 2023-12-31 | $4.1M | 13k | 310.89 |
| 2023-09-30 | $3.7M | 14k | 272.31 |
| 2023-06-30 | $1.7M | 6.1k | 282.97 |
| 2023-03-31 | $1.4M | 18k | 80.36 |
| 2022-12-31 | $1.3M | 6.2k | 213.10 |
| 2022-09-30 | $826k | 3.9k | 213.82 |
| 2022-06-30 | $1.1M | 5.2k | 222.93 |
| 2022-03-31 | $1.8M | 19k | 98.08 |
| 2021-12-31 | $1.3M | 4.0k | 320.81 |
| 2021-09-30 | $1.2M | 4.0k | 290.09 |
| 2021-06-30 | $788k | 2.7k | 286.65 |
| 2021-03-31 | $650k | 2.5k | 257.22 |
| 2020-12-31 | $707k | 2.8k | 253.50 |
| 2020-09-30 | $514k | 2.3k | 227.64 |
| 2020-06-30 | $594k | 31k | 18.96 |
| 2020-03-31 | $673k | 4.0k | 167.25 |
| 2019-12-31 | $485k | 2.7k | 182.06 |
| 2019-09-30 | $201k | 1.2k | 166.25 |
| 2019-06-30 | $170k | 1.0k | 163.15 |
| 2019-03-31 | $163k | 1.0k | 156.43 |
| 2018-12-31 | $147k | 1.1k | 134.74 |
| 2018-09-30 | $66k | 448 | 147.32 |
| 2018-06-30 | $54k | 350 | 154.29 |
| 2018-03-31 | $24k | 166 | 144.58 |
| 2017-12-31 | $23k | 166 | 138.55 |
| 2017-09-30 | $22k | 166 | 132.53 |