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Vanguard Small-Cap Growth ETF shares owned by Duncan Williams Asset Management

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

Historical chart of Duncan Williams Asset Management 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 Duncan Williams Asset Management 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 Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $935k 3.1k 297.58
2025-06-30 $896k 3.2k 276.94
2025-03-31 $815k 3.2k 251.77
2024-12-31 $906k 3.2k 280.06
2024-09-30 $821k 3.1k 267.37

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Us Value Etf Etf (IUSV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Stock (MSFT)
Vanguard Value Etf Etf (VTV)
First Horizon Corporation Stock (FHN)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Duncan Williams Asset Management

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