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Vanguard Growth ETF shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $939k 2.3k 410.47
2024-09-30 $232k 604 383.98
2024-06-30 $412k 1.1k 373.98
2024-03-31 $366k 1.1k 344.19

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for Waterloo Capital

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
UBS Group
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Ameriprise Financial
EP Wealth Advisors
FMR
Mill Creek Capital Advisors
Adviser Investments

View all funds holding Vanguard Growth ETF