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Vanguard Small-Cap Growth ETF shares owned by Wealth Effects

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

Historical chart of Wealth Effects investment in Vanguard Small-Cap Growth ETF

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All positions including Vanguard Small-Cap Growth ETF held by Wealth Effects 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 Wealth Effects

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 614 365.72
2024-03-31 $231k 887 260.72
2023-12-31 $300k 1.2k 241.77

More positions owned by Wealth Effects

NVIDIA Corporation (NVDA)
Apple (AAPL)
Micron Technology (MU)
Amazon (AMZN)
Arrowhead Pharmaceuticals (ARWR)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Astera Labs (ALAB)
Digitalocean Hldgs (DOCN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Broadcom (AVGO)
International Business Machines (IBM)

View all positions for Wealth Effects

Top funds holding Vanguard Small-Cap Growth ETF

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

View all funds holding Vanguard Small-Cap Growth ETF