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Small Cap Growth Admiral Share shares owned by Phillip James Consulting

Quarter-by-quarter ownership of Small Cap Growth Admiral Share (VSGAX) shares owned by Phillip James Consulting from 13F filings

Historical chart of Phillip James Consulting investment in Small Cap Growth Admiral Share

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All positions including Small Cap Growth Admiral Share held by Phillip James Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Small Cap Growth Admiral Share by Phillip James Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $58k 205 282.93

More positions owned by Phillip James Consulting

Schwab Short-term Us Treasury Etf Etf
Vanguard Short-term Bond Etf Etf (BND)
Schwab Us Broad Market Etf Etf
Ishares Msci Eafe Value Etf Etf
Schwab Us Large-cap Value Etf Etf
Vanguard Ftse All-world Ex-us Small-cap Etf Etf
Vanguard Small-cap Etf Etf
Schwab Intl Equity Etf Etf
Vanguard Small-cap Value Etf Etf
Vanguard Total Stock Market Etf Etf (VTI)
Schwab Us Small-cap Etf Etf
Spdr Portfolio Sp 500 Momentum Etf Etf (SHM)
Wisdomtree Intl Smallcap Dividend Fund Etf (DWM)
Vanguard Value Etf Etf
Spdr Portfolio Emerging Markets Etf Etf (SPHY)

View all positions for Phillip James Consulting

Top funds holding Small Cap Growth Admiral Share

Fulton Bank, NA
First Merchants Bank, National Association
Williams Jones Wealth Management
Coston, McIsaac & Partners
Oakworth Capital
Phillip James Consulting

View all funds holding Small Cap Growth Admiral Share