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Vanguard Small-Cap Growth ETF shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $109M 366k 297.62
2025-06-30 $99M 357k 276.94
2025-03-31 $84M 334k 251.77
2024-12-31 $90M 321k 280.06
2024-09-30 $80M 300k 267.37
2024-06-30 $76M 304k 250.13
2024-03-31 $77M 297k 260.72
2023-12-31 $70M 291k 241.77
2023-09-30 $59M 275k 214.18
2023-06-30 $62M 270k 229.74
2023-03-31 $57M 262k 216.41
2022-12-31 $54M 255k 211.96
2022-09-30 $10M 53k 195.14
2022-06-30 $10M 52k 197.04
2022-03-31 $13M 53k 248.13
2021-12-31 $18M 64k 281.79
2021-09-30 $18M 66k 280.17
2021-06-30 $19M 66k 289.79
2021-03-31 $18M 66k 274.65
2020-12-31 $18M 69k 267.66
2020-09-30 $16M 73k 214.94
2020-06-30 $15M 75k 199.60
2020-03-31 $10M 67k 150.30
2019-12-31 $3.4M 17k 198.72
2019-09-30 $3.2M 18k 182.02
2019-06-30 $3.4M 18k 186.21
2019-03-31 $3.3M 18k 179.70
2018-12-31 $5.4M 36k 150.58
2018-09-30 $1.2M 6.2k 187.28
2018-06-30 $1.0M 5.8k 175.73
2018-03-31 $1.0M 6.1k 163.91
2017-12-31 $3.5M 22k 160.87
2017-09-30 $3.4M 22k 152.63
2017-06-30 $3.2M 22k 145.74
2017-03-31 $3.0M 21k 140.67
2016-12-31 $729k 5.5k 133.22

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

Top funds holding Vanguard Small-Cap Growth ETF

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

View all funds holding Vanguard Small-Cap Growth ETF