Soundmark Wealth Management »

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

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

Historical chart of Soundmark 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 Soundmark 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 Soundmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 789 260.70
2022-03-31 $260k 1.0k 248.80
2021-12-31 $294k 1.0k 281.34
2021-09-30 $567k 2.0k 280.00
2021-06-30 $590k 2.0k 291.36
2021-03-31 $526k 1.9k 274.67
2020-12-31 $250k 935 267.38

More positions owned by Soundmark Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Soundmark Wealth Management

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Assetmark
CI Private Wealth
Pnc Financial Services
Mather Group
UBS Group
Wells Fargo & Company
Rsm Us Wealth Management
Branch Banking & Trust Company
Tiaa Trust, National Association
Advisor Group Holdings
Cohen Klingenstein
Moneta Group Investment Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Vanguard Small-Cap Growth ETF