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Vanguard Small-Cap Growth ETF shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $480k 1.8k 260.72
2023-12-31 $463k 1.9k 241.77
2023-09-30 $410k 1.9k 214.18

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Shepherd Financial Partners

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