Vanguard Growth ETF shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Growth ETF by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $582k | 1.2k | 479.44 |
| 2025-06-30 | $530k | 1.2k | 438.55 |
| 2025-03-31 | $404k | 1.1k | 370.96 |
| 2024-12-31 | $442k | 1.1k | 410.52 |
| 2023-09-30 | $253k | 929 | 272.31 |
| 2023-03-31 | $26k | 105 | 249.50 |
| 2022-12-31 | $313k | 1.3k | 241.68 |
| 2022-09-30 | $707k | 3.2k | 222.61 |
| 2022-03-31 | $725k | 2.9k | 250.52 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management