Capital Performance Advisors »

Vanguard Small-Cap Growth ETF shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $378k 1.3k 302.14
2025-12-31 $390k 1.3k 302.20

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Morgan Stanley
Assetmark
CI Private Wealth
Sei Investments
LPL Financial
Wells Fargo & Company
EP Wealth Advisors
UBS Group
Pnc Financial Services
Cohen Klingenstein
Envestnet Asset Management
Mather Group
Moneta Group Investment Advisors
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Growth ETF