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Vanguard Small-Cap Growth ETF shares owned by Lwm Advisors

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

Historical chart of Lwm 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 Lwm 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 Lwm Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $285k 942 302.11
2025-09-30 $280k 942 297.62
2025-06-30 $261k 942 276.94
2025-03-31 $242k 942 256.81

More positions owned by Lwm Advisors

Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr Esg Msci Kld 400 (DSI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Lwm Advisors

Top funds holding Vanguard Small-Cap Growth ETF

Assetmark
CI Private Wealth
Sei Investments
LPL Financial
Wells Fargo & Company
EP Wealth Advisors
UBS Group
Pnc Financial Services
Cohen Klingenstein
Mather Group
Envestnet Asset Management
Rsm Us Wealth Management
Jones Financial Companies, L.L
Raymond James Financial
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF