Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealth Preservation Advisors »

Vanguard Small-Cap Growth ETF shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors 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 Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Wealth Preservation Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$523k	1.7k	302.23
2025-12-31	$394k	1.3k	302.20

More positions owned by Wealth Preservation Advisors

Nvidia Corp Common Stock (NVDA)

Amazon.com Common Stock (AMZN)

Alphabet Inc Class Class C Common Stock (GOOG)

Microsoft Corp Common Stock (MSFT)

Apple Common Stock (AAPL)

Vanguard Value Index Fund Etf Shares Uit Exchange Traded (VTV)

Netflix Common Stock (NFLX)

Vanguard Mid-cap Value Index Fund Etf Shares Uit Exchange Traded (VOE)

Alphabet Inc Class Class A Common Stock (GOOGL)

Blue Owl Cap Corp Common Stock (OBDC)

Vanguard Growth Index Fund Etf Shares Uit Exchange Traded (VUG)

State Street Spdr S&p 500 Etf Trust Uit Exchange Traded (SPY)

Ishares Currency Hedged Msci Eafe Etf Uit Exchange Traded (HEFA)

Uber Technologies Common Stock (UBER)

Dimensional Us Small Capvalue Etf Uit Exchange Traded (DFSV)

View all positions for Wealth Preservation Advisors

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation

CI Private Wealth

Sei Investments

Wells Fargo & Company

EP Wealth Advisors

Pnc Financial Services

Cohen Klingenstein

Envestnet Asset Management

Moneta Group Investment Advisors

Rsm Us Wealth Management

View all funds holding Vanguard Small-Cap Growth ETF

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z