SFG Wealth Management »

Vanguard Small-Cap Growth ETF shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth 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 SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Growth ETF by SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $556k 1.8k 302.11
2025-09-30 $548k 1.8k 297.62
2025-06-30 $1.0M 3.7k 276.94
2025-03-31 $930k 3.7k 251.77

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYM)
Mfs Active Exchange Traded F Value Etf (MFSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (MDYG)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Spdr Series Trust State Street Spd (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust State Street Spd (XNTK)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)

View all positions for SFG Wealth Management

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