Vanguard Small-Cap Growth ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Vanguard Small-Cap Growth ETF
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All positions including Vanguard Small-Cap Growth ETF held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Growth ETF by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.7k | 297.62 |
| 2025-06-30 | $1.6M | 5.8k | 276.69 |
| 2025-03-31 | $1.3M | 5.2k | 251.79 |
| 2024-12-31 | $1.4M | 5.2k | 280.08 |
| 2024-09-30 | $1.3M | 4.8k | 267.38 |
| 2024-06-30 | $1.2M | 4.7k | 249.91 |
| 2024-03-31 | $5.9M | 23k | 260.49 |
| 2023-12-31 | $11M | 46k | 237.02 |
| 2023-09-30 | $6.5M | 31k | 214.18 |
| 2023-06-30 | $6.8M | 30k | 229.74 |
| 2023-03-31 | $6.7M | 31k | 216.41 |
| 2022-12-31 | $7.1M | 35k | 200.54 |
| 2022-09-30 | $9.7M | 50k | 195.13 |
| 2022-06-30 | $9.6M | 49k | 197.03 |
| 2022-03-31 | $22M | 90k | 248.13 |
| 2021-12-31 | $26M | 93k | 281.79 |
| 2021-09-30 | $77M | 276k | 280.16 |
| 2021-06-30 | $29M | 100k | 289.79 |
| 2021-03-31 | $25M | 91k | 274.65 |
| 2020-12-31 | $25M | 92k | 267.67 |
| 2020-09-30 | $13M | 59k | 214.93 |
| 2020-06-30 | $15M | 74k | 199.59 |
| 2020-03-31 | $7.9M | 52k | 150.29 |
| 2019-12-31 | $8.6M | 43k | 198.70 |
| 2019-09-30 | $5.7M | 31k | 182.04 |
| 2019-06-30 | $5.5M | 29k | 186.22 |
| 2019-03-31 | $1.9M | 10k | 179.69 |
| 2018-12-31 | $316k | 2.1k | 150.48 |
| 2018-09-30 | $3.1M | 17k | 187.32 |
| 2018-06-30 | $1.6M | 8.9k | 175.86 |
| 2018-03-31 | $497k | 3.0k | 163.92 |
| 2017-12-31 | $347k | 2.2k | 160.72 |
| 2017-09-30 | $292k | 1.9k | 152.40 |
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