Vanguard Growth ETF shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.8k | 479.69 |
| 2025-06-30 | $1.2M | 2.7k | 438.47 |
| 2025-03-31 | $897k | 2.4k | 370.89 |
| 2024-12-31 | $1.1M | 2.6k | 410.36 |
| 2024-09-30 | $809k | 2.1k | 383.84 |
| 2024-06-30 | $707k | 1.9k | 373.91 |
| 2024-03-31 | $689k | 2.0k | 344.12 |
| 2023-12-31 | $622k | 2.0k | 310.80 |
| 2023-09-30 | $563k | 2.1k | 272.25 |
| 2023-06-30 | $592k | 2.1k | 282.89 |
| 2023-03-31 | $572k | 2.3k | 249.39 |
| 2022-12-31 | $654k | 3.1k | 213.08 |
| 2022-09-30 | $672k | 3.1k | 213.88 |
| 2022-06-30 | $647k | 2.9k | 222.72 |
| 2022-03-31 | $841k | 2.9k | 287.52 |
| 2021-12-31 | $959k | 3.0k | 320.74 |
| 2021-09-30 | $870k | 3.0k | 290.29 |
| 2021-06-30 | $860k | 3.0k | 286.95 |
| 2021-03-31 | $753k | 2.9k | 257.08 |
| 2020-12-31 | $742k | 2.9k | 253.33 |
| 2020-09-30 | $748k | 3.3k | 227.70 |
| 2020-06-30 | $664k | 3.3k | 202.13 |
| 2020-03-31 | $670k | 4.3k | 156.76 |
| 2019-12-31 | $805k | 4.4k | 182.17 |
| 2019-09-30 | $754k | 4.4k | 170.63 |
| 2019-06-30 | $885k | 5.3k | 168.12 |
| 2019-03-31 | $1.1M | 6.6k | 161.26 |
| 2018-12-31 | $966k | 7.2k | 134.28 |
More positions owned by Waller Financial Planning Group
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