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Vanguard Growth ETF shares owned by Welch Financial Planning

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Welch Financial Planning from 13F filings

Historical chart of Welch Financial Planning investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth ETF held by Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Growth ETF by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $306k 3.6k 86.13

More positions owned by Welch Financial Planning

Select Sector Spdr Tr St Str Techn Etf (XLK)
Ishares Tr Core Divid Etf (DIVB)
Boeing Company (BA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Managed Portfolio Ser Leuthold Select (LST)
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
J P Morgan Exchange Traded F Active Growth (JGRO)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Index Shs Fds St Marke Cap Etf (EWX)
Apple (AAPL)
Wisdomtree Tr Emgring Mkts (EMMF)
Innovator Etfs Trust Growt Accel Etf (XDQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Equi Du Di Janu (DDFJ)

View all positions for Welch Financial Planning

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
EP Wealth Advisors
Raymond James Financial
Tiaa-cref Individual & Institutional Services
Pathstone Holdings
FMR
Mather Group
Morgan Stanley

View all funds holding Vanguard Growth ETF