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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in Vanguard Intermediate Tm Cpte Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $298k 3.7k 80.51
2021-12-31 $265k 2.9k 92.59
2021-09-30 $291k 3.1k 94.76
2021-06-30 $339k 3.6k 94.98
2021-03-31 $387k 4.2k 92.98
2020-12-31 $607k 6.2k 97.18

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View all positions for Octavia Wealth Advisors

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Royal Bank of Canada
Goldman Sachs Group
Wells Fargo & Company
Charles Schwab Investment Management
Vanguard Group
Ronald Blue Trust
UBS Group
Nepc
Raymond James & Associates
CI Private Wealth
First Interstate Bank

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF