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Vanguard Growth ETF shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset Management investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 5.6k 344.20
2023-12-31 $2.6M 8.4k 310.88
2023-09-30 $2.4M 8.7k 272.31
2023-06-30 $3.1M 11k 282.96
2022-12-31 $224k 1.1k 213.11
2022-09-30 $224k 1.0k 213.74
2022-06-30 $232k 1.0k 222.44
2022-03-31 $267k 930 287.10
2021-12-31 $277k 862 321.35
2021-09-30 $250k 862 290.02

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

Top funds holding Vanguard Growth ETF

Bank of America Corporation
UBS Group
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
D.A. Davidson & Co.
Royal Bank of Canada
Commonwealth Equity Services
Sei Investments
Jpmorgan Chase & Co
Mariner Wealth Advisors

View all funds holding Vanguard Growth ETF