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Vanguard Small-Cap Growth ETF shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial 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 Forbes Financial 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 Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.0M 30k 302.25
2025-12-31 $8.5M 28k 302.13
2022-03-31 $2.9M 12k 245.23
2021-12-31 $3.1M 11k 282.07

More positions owned by Forbes Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Forbes Financial Planning

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Morgan Stanley
Assetmark
CI Private Wealth
Sei Investments
LPL Financial
Wells Fargo & Company
EP Wealth Advisors
UBS Group
Pnc Financial Services
Cohen Klingenstein
Envestnet Asset Management
Mather Group
Moneta Group Investment Advisors
Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Growth ETF