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Vanguard Small-Cap Growth ETF shares owned by Willner & Heller

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 4.4k 241.75
2022-12-31 $943k 4.7k 200.54
2022-09-30 $906k 4.6k 195.22
2022-06-30 $925k 4.7k 197.06
2022-03-31 $1.3M 4.6k 281.75
2021-12-31 $1.3M 4.7k 280.27

More positions owned by Willner & Heller

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Cathay General Ban (CATY)
Amazon (AMZN)
UnitedHealth (UNH)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Abbvie (ABBV)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Willner & Heller

Top funds holding Vanguard Small-Cap Growth ETF

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

View all funds holding Vanguard Small-Cap Growth ETF