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Vanguard Growth ETF shares owned by Powell Investment Advisors

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

Historical chart of Powell Investment Advisors investment in Vanguard Growth ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Growth ETF by Powell Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 4.4k 344.16
2023-12-31 $1.4M 4.4k 310.85
2023-09-30 $1.4M 5.1k 272.30
2023-06-30 $1.3M 4.7k 282.95
2023-03-31 $1.2M 4.7k 249.42
2022-12-31 $1.0M 4.7k 213.11

More positions owned by Powell Investment Advisors

Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mdcp Val Etf (IWS)
Amazon (AMZN)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Powell Investment Advisors

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