Wells Financial Advisors »

Vanguard Small-Cap Growth ETF shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial 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 Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $353k 1.3k 267.40
2024-06-30 $331k 1.3k 250.16
2024-03-31 $428k 1.6k 260.74
2023-09-30 $303k 1.4k 214.20
2023-06-30 $324k 1.4k 229.76
2023-03-31 $306k 1.4k 216.43
2022-12-31 $287k 1.4k 200.56
2022-09-30 $296k 1.5k 195.12
2022-06-30 $301k 1.5k 197.12
2022-03-31 $381k 1.5k 247.89
2021-12-31 $433k 1.5k 281.72
2021-09-30 $431k 1.5k 280.42
2021-06-30 $445k 1.5k 289.53
2021-03-31 $422k 1.5k 274.56
2020-12-31 $480k 1.8k 267.41