Burns Wealth Management »

Vanguard Small-Cap Growth ETF shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management 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 Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.6M 36k 214.18
2023-06-30 $8.5M 37k 229.74
2023-03-31 $7.4M 34k 216.41
2022-12-31 $6.9M 35k 200.54
2022-09-30 $6.5M 33k 195.12
2022-06-30 $6.6M 34k 197.04
2022-03-31 $7.7M 31k 248.13
2021-12-31 $8.9M 32k 281.79
2021-06-30 $9.5M 33k 289.79
2021-03-31 $9.4M 34k 274.65
2020-12-31 $9.1M 34k 267.66
2020-09-30 $7.7M 36k 214.93
2020-06-30 $6.5M 33k 199.60
2020-03-31 $4.5M 30k 150.30
2019-12-31 $4.5M 23k 198.71
2019-09-30 $2.3M 13k 182.02
2019-06-30 $1.2M 6.4k 186.18
2019-03-31 $1.1M 6.4k 179.77
2018-12-31 $963k 6.4k 150.54
2018-09-30 $1.4M 7.5k 187.37
2018-06-30 $1.3M 7.5k 175.82
2018-03-31 $1.1M 6.7k 163.98
2017-12-31 $1.1M 6.7k 160.85
2017-09-30 $1.0M 6.7k 152.66
2017-06-30 $974k 6.7k 145.79
2017-03-31 $936k 6.7k 140.10
2016-12-31 $891k 6.7k 133.16
2016-09-30 $869k 7.0k 124.68
2016-06-30 $875k 7.1k 123.89
2016-03-31 $841k 7.1k 119.07
2015-12-31 $818k 7.3k 111.44
2015-09-30 $954k 8.1k 117.81
2015-03-31 $1.1M 8.1k 135.89
2014-12-31 $1.0M 8.1k 125.51
2014-09-30 $1.0M 8.5k 120.33
2014-06-30 $1.1M 8.7k 125.06
2014-03-31 $1.0M 8.7k 120.27
2013-12-31 $1.1M 8.8k 124.83
2013-09-30 $1.1M 9.4k 118.00
2013-06-30 $1.1M 9.5k 111.33
2013-03-31 $992k 10k 99.49

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding Vanguard Small-Cap Growth ETF

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

View all funds holding Vanguard Small-Cap Growth ETF