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Vanguard Small-Cap Growth ETF shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors 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 4wealth Advisors 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 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $951k 3.1k 302.07
2025-09-30 $841k 2.8k 297.59
2025-06-30 $755k 2.7k 276.89
2025-03-31 $636k 2.5k 251.73

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NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Johnson & Johnson (JNJ)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for 4wealth Advisors

Top funds holding Vanguard Small-Cap Growth ETF

Assetmark
CI Private Wealth
Sei Investments
LPL Financial
Wells Fargo & Company
EP Wealth Advisors
UBS Group
Pnc Financial Services
Cohen Klingenstein
Mather Group
Envestnet Asset Management
Rsm Us Wealth Management
Jones Financial Companies, L.L
Raymond James Financial
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF