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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by JFS Wealth Advisors 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 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