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Vanguard Small-Cap Growth ETF shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 5.0k 267.37
2024-06-30 $1.1M 4.4k 260.72
2024-03-31 $1.2M 4.4k 260.72

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

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