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Vanguard Growth ETF shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $333k 970 343.39
2023-06-30 $283k 970 291.86

More positions owned by Cm Wealth Advisors

iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

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