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Vanguard Growth ETF shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 460 479.42
2025-06-30 $212k 484 438.73

More positions owned by Whalen Wealth Management

Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Amazon (AMZN)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

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