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Vanguard Growth ETF shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 14k 344.21
2023-09-30 $3.0M 11k 272.31
2023-06-30 $2.8M 9.8k 282.95
2023-03-31 $2.4M 9.7k 249.44

More positions owned by Strategic Financial Concepts

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Procter & Gamble Company (PG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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