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Vanguard Small-Cap Growth ETF shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $200k 673 297.52
2022-12-31 $520k 2.6k 200.52
2022-09-30 $695k 3.6k 195.01
2022-06-30 $709k 3.6k 197.05
2022-03-31 $989k 4.0k 248.12
2021-12-31 $1.8M 6.4k 281.74