Vanguard Small-Cap Growth ETF shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $160k | 528 | 302.11 |
| 2025-09-30 | $157k | 528 | 297.62 |
| 2025-06-30 | $105k | 378 | 276.94 |
| 2025-03-31 | $103k | 407 | 251.77 |
| 2024-12-31 | $114k | 407 | 280.06 |
| 2024-09-30 | $109k | 407 | 267.37 |
| 2024-06-30 | $102k | 407 | 250.13 |
| 2024-03-31 | $106k | 407 | 260.72 |
| 2023-12-31 | $102k | 420 | 241.77 |
| 2023-09-30 | $90k | 420 | 214.18 |
| 2023-06-30 | $90k | 392 | 229.74 |
| 2023-03-31 | $77k | 355 | 216.41 |
| 2022-12-31 | $61k | 305 | 200.54 |
| 2022-06-30 | $67k | 338 | 198.22 |
| 2022-03-31 | $84k | 338 | 248.52 |
| 2021-12-31 | $99k | 353 | 280.45 |
| 2021-09-30 | $8.0k | 29 | 275.86 |
| 2021-06-30 | $26k | 89 | 292.13 |
| 2021-03-31 | $25k | 91 | 274.73 |
| 2020-12-31 | $25k | 95 | 263.16 |
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