VBK — Vanguard Index Vanguard Small Cap Grwth

Ownership history in FC Advisory LLC · 38 quarters on record

This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in Vanguard Index Vanguard Small Cap Grwth (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.

Peak position

4.42% (2020 Q4)

Avg. % of fund

3.61%

First filed

2016 Q3

Last filed

2025 Q4

Quarters held

38

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	41,838	+479	+1.2%	3.63%	$12.6M	$302.11
2025 Q3	ADDED	41,359	+174	+0.4%	3.60%	$12.3M	$297.25
2025 Q2	ADDED	41,185	+28	+0.1%	3.52%	$11.4M	$276.19
2025 Q1	ADDED	41,157	+1,124	+2.8%	3.50%	$10.4M	$250.70

% 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%

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