VBK — VANGUARD SMALL-CAP GROWTH INDEX FUND

Ownership history in Balentine LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Balentine LLC reported a position in VANGUARD SMALL-CAP GROWTH INDEX FUND (VBK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 101 +69 +215.6% 0.00% $30K $297.25
2021 Q3 UNCHANGED 32 — 0% 0.00% $9K $273.06
2021 Q2 UNCHANGED 32 — 0% 0.00% $9K $282.30
2021 Q1 UNCHANGED 32 — 0% 0.00% $9K $267.27
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBK price (monthly, adj. close)

Other funds also holding VBK

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 9.09% Battery Global Advisors, LLC 8.51% Gladwyn Financial Advisors, Inc. 7.55% Vawter Financial, Ltd. 6.76% Cohen Klingenstein LLC 3Y 7Y 6.14% Fee-Only Financial Planning, L.C. 3Y 5.29% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%
← Back to Balentine LLC Holdings