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Vanguard Small-Cap Growth ETF shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $493k 1.8k 267.37
2024-06-30 $461k 1.8k 250.13
2024-03-31 $480k 1.8k 260.72
2023-12-31 $463k 1.9k 241.77
2023-09-30 $410k 1.9k 214.18

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for Shepherd Financial Partners

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Axiom Advisory
Assetmark
CI Private Wealth
Sei Investments
Mather Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Rsm Us Wealth Management
Moneta Group Investment Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Growth ETF