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Vanguard Small-Cap Growth ETF shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners 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 Gen-Wealth Partners 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 Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 3.5k 297.66
2025-06-30 $351k 1.3k 276.99
2025-03-31 $323k 1.3k 251.68
2024-12-31 $358k 1.3k 280.09
2024-09-30 $346k 1.3k 270.82
2024-06-30 $316k 1.3k 250.03
2024-03-31 $365k 1.4k 260.63

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Caterpillar Stock (CAT)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding Vanguard Small-Cap Growth ETF

Morgan Stanley
Assetmark
Sei Investments
LPL Financial
CI Private Wealth
Wells Fargo & Company
UBS Group
Pnc Financial Services
Cohen Klingenstein
EP Wealth Advisors
Envestnet Asset Management
Mather Group
Jones Financial Companies, L.L
Rsm Us Wealth Management
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF