Vanguard Small-Cap Growth ETF shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 13k | 297.62 |
| 2025-06-30 | $2.8M | 10k | 276.94 |
| 2022-03-31 | $288k | 1.2k | 247.85 |
| 2021-12-31 | $327k | 1.2k | 281.41 |
| 2021-09-30 | $379k | 1.4k | 280.33 |
| 2021-06-30 | $424k | 1.5k | 290.01 |
| 2021-03-31 | $402k | 1.5k | 274.97 |
| 2020-12-31 | $245k | 915 | 267.76 |
| 2019-12-31 | $144k | 725 | 198.62 |
More positions owned by Institute For Wealth Management
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