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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
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)

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

Microsoft Corp Common Stock (MSFT)

iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)

Quanta Services Common Stock (PWR)

Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)

Vanguard Mid-Cap ETF Exchange Traded Fund (VO)

Vanguard Information Technology ETF Exchange Traded Fund (VGT)

Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)

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

Vanguard Small-Cap ETF Exchange Traded Fund (VB)

Boeing Common Stock (BA)

Vanguard Large-Cap ETF Exchange Traded Fund (VV)

Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)

TCW Compounders ETF Exchange Traded Fund (GRW)

View all positions for Capital Planning

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation

Jones Financial Companies, L.L

CI Private Wealth

Sei Investments

Wells Fargo & Company

Envestnet Asset Management

Pnc Financial Services

Rsm Us Wealth Management

Moneta Group Investment Advisors

Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Growth ETF

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