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Vanguard Growth ETF shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $430k 1.1k 374.01
2024-03-31 $403k 1.2k 344.20
2023-12-31 $367k 1.2k 310.88
2023-09-30 $300k 1.1k 272.31
2023-06-30 $271k 957 282.96
2023-03-31 $77k 307 249.44

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Financial Engines Advisors L.L.C
Envestnet Asset Management
Axiom Advisory
Strategic Financial Concepts
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
EP Wealth Advisors
FMR
Mill Creek Capital Advisors

View all funds holding Vanguard Growth ETF