Vanguard Small-Cap Growth ETF shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $27M | 62k | 436.79 |
| 2025-12-31 | $294k | 973 | 302.11 |
| 2025-09-30 | $14k | 48 | 296.02 |
| 2025-06-30 | $8.3k | 30 | 277.33 |
| 2025-03-31 | $50k | 198 | 251.83 |
| 2024-12-31 | $57k | 205 | 280.12 |
| 2024-09-30 | $55k | 204 | 267.42 |
| 2024-06-30 | $54k | 205 | 261.45 |
| 2024-03-31 | $7.7k | 32 | 241.97 |
| 2023-12-31 | $9.7k | 40 | 241.95 |
| 2023-09-30 | $19k | 88 | 214.25 |
| 2023-06-30 | $27k | 118 | 229.78 |
| 2023-03-31 | $17k | 77 | 216.66 |
| 2022-12-31 | $6.8k | 34 | 200.62 |
| 2022-09-30 | $7.0k | 34 | 205.88 |
| 2022-06-30 | $14k | 69 | 202.90 |
| 2022-03-31 | $27k | 110 | 245.45 |
| 2021-12-31 | $56k | 200 | 280.00 |
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