Vanguard Small-Cap Growth ETF shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.9k | 297.61 |
| 2025-06-30 | $1.7M | 6.0k | 276.93 |
| 2024-12-31 | $299k | 1.1k | 280.02 |
| 2024-09-30 | $286k | 1.1k | 267.33 |
| 2024-06-30 | $288k | 1.2k | 250.05 |
| 2024-03-31 | $300k | 1.2k | 260.64 |
| 2023-12-31 | $326k | 1.3k | 241.70 |
| 2023-09-30 | $248k | 1.2k | 214.11 |
| 2023-06-30 | $473k | 2.1k | 229.76 |
| 2023-03-31 | $454k | 2.1k | 216.42 |
| 2022-12-31 | $420k | 2.1k | 200.53 |
| 2022-09-30 | $409k | 2.1k | 195.23 |
| 2022-06-30 | $362k | 1.8k | 196.95 |
| 2022-03-31 | $575k | 2.3k | 248.06 |
| 2021-12-31 | $653k | 2.3k | 281.71 |
| 2021-09-30 | $635k | 2.3k | 280.11 |
| 2021-06-30 | $657k | 2.3k | 289.81 |
| 2021-03-31 | $622k | 2.3k | 274.49 |
| 2020-12-31 | $543k | 2.0k | 267.75 |
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