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Vanguard Small-Cap Growth ETF shares owned by Payne Capital Management

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

Historical chart of Payne Capital Management 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 Payne Capital Management 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 Payne Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 44k 297.62
2025-06-30 $11M 38k 276.94
2025-03-31 $9.6M 38k 251.77
2024-12-31 $10M 37k 280.06

More positions owned by Payne Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Global X Fds Glb X Mlp Enrg I (MLPX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Payne Capital Management

Top funds holding Vanguard Small-Cap Growth ETF

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

View all funds holding Vanguard Small-Cap Growth ETF