Vanguard Small-Cap Growth ETF shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 1.2k | 297.54 |
| 2025-06-30 | $345k | 1.2k | 276.85 |
| 2025-03-31 | $287k | 1.1k | 251.68 |
| 2024-12-31 | $332k | 1.2k | 280.17 |
| 2024-06-30 | $609k | 2.4k | 250.11 |
| 2024-03-31 | $551k | 2.1k | 260.69 |
| 2023-12-31 | $466k | 1.9k | 241.79 |
| 2023-09-30 | $415k | 1.9k | 214.24 |
| 2023-06-30 | $478k | 2.1k | 229.75 |
| 2023-03-31 | $457k | 2.1k | 216.41 |
| 2022-12-31 | $2.0M | 9.0k | 225.04 |
| 2022-09-30 | $2.0M | 9.6k | 206.70 |
| 2022-03-31 | $2.4M | 11k | 222.22 |
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