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Vanguard Small-Cap Growth ETF shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $101k 379 267.37
2024-06-30 $95k 379 250.13
2024-03-31 $99k 379 260.72
2023-09-30 $1.9k 9 214.22
2021-06-30 $0 1 0.00
2020-12-31 $2.9M 11k 267.66

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Vanguard S&p 500 Etf Etf (VOO)
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Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
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Microsoft Corp Stock (MSFT)
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Nvidia Corporation Stock (NVDA)
Vanguard Russell 2000 Etf Etf (VTWO)
Jpmorgan Chase & Co Stock (JPM)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

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