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Vanguard Small-Cap Growth ETF shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 6.6k 260.72
2023-12-31 $1.3M 5.5k 241.76
2023-09-30 $1.0M 4.8k 214.20
2023-06-30 $1.1M 4.9k 229.75
2023-03-31 $947k 4.4k 216.42
2022-12-31 $656k 3.3k 200.54
2022-09-30 $420k 2.2k 195.08

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Blue Owl Capital Corporation Cef (OBDC)
Microsoft Corp Stock (MSFT)
Merck & Co Stock (MRK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Amazon Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Johnson & Johnson Stock (JNJ)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Nvidia Corporation Stock (NVDA)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Blackstone Secd Lending Cef (BXSL)

View all positions for Transcend Wealth Collective

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Morgan Stanley
Assetmark
CI Private Wealth
UBS Group
Pnc Financial Services
Sei Investments
Envestnet Asset Management
Mather Group
Wells Fargo & Company
LPL Financial
Rsm Us Wealth Management
Tiaa Trust, National Association
Balyasny Asset Management
Branch Banking & Trust Company

View all funds holding Vanguard Small-Cap Growth ETF