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Vanguard Small-Cap Growth ETF shares owned by Worth Asset Management

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management 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 Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 9.5k 260.72
2023-06-30 $1.4k 6 229.67
2023-03-31 $14k 63 216.41
2022-09-30 $25k 74 333.33
2022-06-30 $14k 71 197.18
2022-03-31 $18k 91 197.80

More positions owned by Worth Asset Management

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Neos Enhanced Income Ca Alt Etf Etf (CSHI)
Nvidia Corporation Stock (NVDA)
Vanguard Total Bond Market Etf Etf (BND)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Meta Platforms Inc Cl A Stock (META)
General Mtrs Stock (GM)
American Express Stock (AXP)
Caterpillar Stock (CAT)
Lam Research Corp Stock (LRCX)

View all positions for Worth Asset Management

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Assetmark
CI Private Wealth
Pnc Financial Services
Mather Group
UBS Group
Wells Fargo & Company
Rsm Us Wealth Management
Branch Banking & Trust Company
Tiaa Trust, National Association
Advisor Group Holdings
Cohen Klingenstein
Moneta Group Investment Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Vanguard Small-Cap Growth ETF