Vanguard Growth ETF shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Growth ETF by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $473k | 1.1k | 438.54 |
| 2025-03-31 | $429k | 1.2k | 370.75 |
| 2024-12-31 | $199k | 485 | 410.67 |
| 2024-09-30 | $30k | 79 | 384.94 |
| 2024-06-30 | $30k | 80 | 374.44 |
| 2024-03-31 | $28k | 80 | 344.59 |
| 2023-12-31 | $30k | 96 | 310.97 |
| 2023-09-30 | $717k | 2.6k | 272.31 |
| 2023-06-30 | $780k | 2.8k | 282.96 |
| 2023-03-31 | $720k | 2.9k | 249.44 |