Vanguard Growth ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Growth ETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $797k | 1.7k | 480.07 |
| 2025-06-30 | $707k | 1.6k | 438.85 |
| 2025-03-31 | $593k | 1.6k | 370.77 |
| 2024-12-31 | $650k | 1.6k | 410.52 |
| 2024-09-30 | $673k | 1.8k | 383.91 |
| 2024-06-30 | $816k | 2.2k | 374.49 |
| 2024-03-31 | $1.2M | 3.5k | 344.21 |
| 2023-12-31 | $18M | 58k | 310.88 |
| 2023-09-30 | $15M | 57k | 272.31 |
| 2023-06-30 | $18M | 62k | 282.96 |
| 2023-03-31 | $15M | 60k | 249.44 |
| 2022-12-31 | $16M | 74k | 213.11 |
| 2022-09-30 | $11M | 51k | 213.94 |
| 2022-06-30 | $11M | 48k | 221.66 |
| 2022-03-31 | $13M | 44k | 287.60 |
| 2021-12-31 | $13M | 39k | 320.90 |
| 2021-09-30 | $10M | 34k | 290.20 |