Capital Directions Investment Advisory »

Vanguard Small-Cap Growth ETF shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $100k 497 200.54
2022-09-30 $0 0 0.00
2022-06-30 $87k 444 195.95
2022-03-31 $110k 444 247.75
2021-09-30 $13k 46 282.61

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Assetmark
CI Private Wealth
Pnc Financial Services
Mather Group
UBS Group
Wells Fargo & Company
Rsm Us Wealth Management
Branch Banking & Trust Company
Tiaa Trust, National Association
Advisor Group Holdings
Cohen Klingenstein
Moneta Group Investment Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Vanguard Small-Cap Growth ETF