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Vanguard Small-Cap Growth ETF shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 804 267.44
2024-06-30 $201k 804 250.03
2024-03-31 $250k 958 260.65
2022-03-31 $256k 1.0k 248.06

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Axiom Advisory
Assetmark
CI Private Wealth
Sei Investments
Mather Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Rsm Us Wealth Management
Moneta Group Investment Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Growth ETF