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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
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

Pimco Etf Tr Active Bd Etf (BOND)
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)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr Ibonds 23 Trm Ts

View all positions for Essential Planning

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Assetmark
CI Private Wealth
Pnc Financial Services
Mather Group
UBS Group
Wells Fargo & Company
Rsm Us Wealth Management
Branch Banking & Trust Company
Tiaa Trust, National Association
Advisor Group Holdings
Cohen Klingenstein
Moneta Group Investment Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Vanguard Small-Cap Growth ETF