Vanguard Small-Cap Growth ETF shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Vanguard Small-Cap Growth ETF
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All positions including Vanguard Small-Cap Growth ETF held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Small-Cap Growth ETF by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.4k | 297.88 |
| 2025-06-30 | $406k | 1.5k | 277.01 |
| 2025-03-31 | $340k | 1.4k | 251.84 |
| 2024-12-31 | $109k | 390 | 280.06 |
| 2024-09-30 | $104k | 390 | 267.37 |
| 2024-06-30 | $98k | 390 | 250.13 |
| 2024-03-31 | $147k | 562 | 260.72 |
| 2023-12-31 | $94k | 390 | 241.77 |
| 2023-09-30 | $84k | 390 | 214.18 |
| 2023-06-30 | $90k | 390 | 229.74 |
| 2023-03-31 | $84k | 390 | 216.41 |
| 2022-12-31 | $78k | 390 | 200.54 |
| 2022-09-30 | $61k | 314 | 194.27 |
| 2022-06-30 | $62k | 314 | 197.45 |
| 2022-03-31 | $78k | 314 | 248.41 |
| 2021-12-31 | $88k | 314 | 280.25 |
| 2021-09-30 | $90k | 322 | 279.50 |
| 2021-06-30 | $2.0k | 8 | 250.00 |
| 2021-03-31 | $2.0k | 8 | 250.00 |
| 2020-12-31 | $2.0k | 8 | 250.00 |
| 2020-09-30 | $4.0k | 18 | 222.22 |
| 2018-09-30 | $43k | 230 | 186.96 |
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