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Vanguard Small-Cap Growth ETF shares owned by Capital Planning

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

Historical chart of Capital Planning 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 Planning 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 Capital Planning

Quarter filed	Position value	Share count	Share price at filing
2025-03-31	$943k	3.7k	251.77
2024-12-31	$1.1M	3.9k	280.06
2024-09-30	$1.1M	3.9k	267.37
2024-06-30	$924k	3.7k	250.54
2024-03-31	$938k	3.6k	260.72
2023-12-31	$771k	3.2k	241.77

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)

Microsoft Corp Common Stock (MSFT)

Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)

Quanta Services Common Stock (PWR)

iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)

Vanguard Information Technology ETF Exchange Traded Fund (VGT)

Vanguard Small-Cap ETF Exchange Traded Fund (VB)

Boeing Common Stock (BA)

iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)

Vanguard Large-Cap ETF Exchange Traded Fund (VV)

Vanguard Mid-Cap ETF Exchange Traded Fund (VO)

Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)

iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)

Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)

Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)

View all positions for Capital Planning

Top funds holding Vanguard Small-Cap Growth ETF

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

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