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Vanguard Small-Cap Growth ETF shares owned by CWM

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

Historical chart of CWM investment in Vanguard Small-Cap Growth ETF

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All positions including Vanguard Small-Cap Growth ETF held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 52k 297.61
2025-06-30 $15M 54k 276.95
2025-03-31 $14M 57k 251.77
2024-12-31 $7.1M 26k 280.06
2024-09-30 $6.8M 25k 267.36
2024-06-30 $6.2M 25k 250.13
2024-03-31 $6.0M 23k 260.73
2023-12-31 $5.4M 23k 241.76
2023-09-30 $4.6M 21k 214.16
2023-06-30 $5.7M 25k 229.74
2023-03-31 $4.7M 22k 216.43
2022-12-31 $4.0M 20k 200.54
2022-09-30 $2.7M 14k 195.17
2022-06-30 $2.0M 10k 197.09
2022-03-31 $2.8M 11k 248.08
2021-12-31 $18M 63k 281.79
2021-06-30 $25M 86k 289.79
2021-03-31 $25M 86k 289.79
2020-12-31 $25M 86k 289.79
2020-09-30 $25M 86k 289.79
2020-06-30 $25M 86k 289.79
2020-03-31 $25M 86k 289.79
2019-12-31 $429k 2.2k 198.80
2019-09-30 $602k 3.3k 182.04
2019-06-30 $689k 3.7k 186.12
2019-03-31 $659k 3.7k 179.76
2018-12-31 $605k 4.0k 150.57
2018-09-30 $631k 3.4k 187.18
2018-06-30 $487k 2.8k 175.94
2018-03-31 $454k 2.8k 164.02
2017-12-31 $441k 2.7k 161.01
2017-09-30 $392k 2.6k 152.53
2017-06-30 $362k 2.5k 145.67
2017-03-31 $399k 2.8k 140.74
2016-12-31 $318k 2.4k 133.05
2016-09-30 $234k 1.8k 131.76
2016-06-30 $100k 807 123.92
2016-03-31 $106k 888 119.37
2015-12-31 $2.0k 14 142.86

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Vanguard Small-Cap Growth ETF

Morgan Stanley
Assetmark
Sei Investments
LPL Financial
CI Private Wealth
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