Essential Planning »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Essential Planning

Quarter filed Position value Share count Share price at filing
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

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Axiom Advisory
Assetmark
CI Private Wealth
Sei Investments
Mather Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Rsm Us Wealth Management
Moneta Group Investment Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Growth ETF