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Vanguard Small-Cap Growth ETF shares owned by Polaris Wealth Advisers

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Polaris Wealth Advisers from 13F filings

Historical chart of Polaris Wealth Advisers 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 Polaris Wealth Advisers 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 Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.4M 21k 214.18
2023-06-30 $4.9M 22k 229.74
2018-06-30 $6.0k 35 171.43
2018-03-31 $6.0k 35 171.43
2014-03-31 $156k 1.3k 124.11
2013-12-31 $174k 1.4k 122.11
2013-09-30 $88k 772 114.46
2013-06-30 $59k 572 102.94

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

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