Vanguard Growth ETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 19k | 479.60 |
| 2025-06-30 | $8.4M | 19k | 438.40 |
| 2025-03-31 | $7.6M | 21k | 370.82 |
| 2024-12-31 | $8.2M | 20k | 410.44 |
| 2024-09-30 | $7.6M | 20k | 383.93 |
| 2024-06-30 | $7.6M | 20k | 374.01 |
| 2024-03-31 | $7.2M | 21k | 344.20 |
| 2023-09-30 | $5.7M | 21k | 272.31 |
| 2023-06-30 | $5.9M | 21k | 282.96 |
| 2023-03-31 | $5.3M | 21k | 249.44 |
| 2022-12-31 | $4.5M | 21k | 213.11 |
| 2022-09-30 | $4.9M | 23k | 213.95 |
| 2022-06-30 | $5.6M | 25k | 222.89 |
| 2022-03-31 | $7.2M | 25k | 287.61 |
| 2021-12-31 | $8.0M | 25k | 320.92 |
| 2021-09-30 | $7.4M | 26k | 290.17 |
| 2021-06-30 | $7.3M | 26k | 286.81 |
| 2021-03-31 | $6.6M | 26k | 257.03 |
| 2020-12-31 | $6.6M | 26k | 253.33 |