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Vanguard Small-Cap Growth ETF shares owned by MPS Loria Financial Planners

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by MPS Loria Financial Planners from 13F filings

Historical chart of MPS Loria Financial Planners 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 MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by MPS Loria Financial Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 770 260.86
2021-03-31 $187k 682 274.19
2020-12-31 $178k 677 262.92
2020-09-30 $146k 677 215.66
2020-06-30 $139k 697 199.43
2017-06-30 $69k 476 144.96

More positions owned by MPS Loria Financial Planners

Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr Us Tips Etf (SCHP)
UnitedHealth (UNH)
Progressive Corporation (PGR)
Ishares Tr Core Us Aggbd Et (AGG)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Sherwin-Williams Company (SHW)
Ishares Tr Msci Eafe Etf (EFA)
Abbott Laboratories (ABT)

View all positions for MPS Loria Financial Planners

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Morgan Stanley
Assetmark
CI Private Wealth
UBS Group
Pnc Financial Services
Sei Investments
Envestnet Asset Management
Mather Group
Wells Fargo & Company
LPL Financial
Rsm Us Wealth Management
Tiaa Trust, National Association
Balyasny Asset Management
Branch Banking & Trust Company

View all funds holding Vanguard Small-Cap Growth ETF