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Vanguard Small-Cap Growth ETF shares owned by Essential Planning

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

Historical chart of Essential 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 Essential 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 16k 297.61
2025-06-30 $4.7M 17k 276.93
2025-03-31 $4.3M 17k 251.76
2024-12-31 $313M 1.1M 282.41
2024-09-30 $4.8M 18k 267.37
2024-06-30 $4.5M 18k 250.12
2024-03-31 $4.3M 18k 241.78
2023-09-30 $3.9M 18k 214.55
2023-06-30 $4.1M 18k 229.47
2023-03-31 $3.7M 17k 216.40
2022-12-31 $3.1M 16k 195.27