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Vanguard Growth ETF shares owned by Wealth Management Strategies

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

Historical chart of Wealth Management Strategies investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Wealth Management Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $40M 83k 479.61
2025-03-31 $25M 68k 370.82
2024-12-31 $245k 60k 4.10

More positions owned by Wealth Management Strategies

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wealth Management Strategies

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