WMG Financial Advisors »

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

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

Historical chart of WMG 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 WMG 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 772 297.62
2025-06-30 $225k 812 276.94
2024-12-31 $217k 776 280.06
2024-09-30 $222k 829 267.37
2024-06-30 $206k 823 250.13
2024-03-31 $219k 839 260.72
2022-03-31 $209k 843 247.92
2021-12-31 $225k 799 281.60

More positions owned by WMG Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Mid C (AVMV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Real Estate Etf (AVRE)
At&t (T)
Vanguard World Inf Tech Etf (VGT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for WMG Financial Advisors

Top funds holding Vanguard Small-Cap Growth ETF

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

View all funds holding Vanguard Small-Cap Growth ETF