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Vanguard Growth ETF shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Vanguard Growth ETF

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

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Quarterly reported holdings in Vanguard Growth ETF by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $221k 643 344.20
2023-12-31 $200k 643 310.88
2023-09-30 $175k 643 272.31
2023-06-30 $193k 682 282.96
2023-03-31 $160k 643 249.44
2022-12-31 $137k 643 213.11
2022-09-30 $138k 643 214.62

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Morgan Stanley
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
FMR
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard Growth ETF