Phillips Financial Management, LLC Vanguard Small Cap Growth ETF Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 349 shares of VBK stock, worth $101,806. This represents 0.01% of its overall portfolio holdings.

Number of Shares
349
Previous 243 43.62%
Holding current value
$101,806
Previous $67,000 53.73%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$276.51 - $305.12 $29,310 - $32,342
106 Added 43.62%
349 $103,000
Q1 2025

Apr 30, 2025
SELL
$247.97 - $296.33 $5,703 - $6,815
-23 Reduced 8.65%
243 $61,000
Q4 2024

Feb 10, 2025
BUY
$264.18 - $304.19 $41,740 - $48,062
158 Added 146.3%
266 $74,000
Q3 2022

Nov 08, 2022
BUY
$192.77 - $237.17 $20,819 - $25,614
108 New
108 $21,000

Others Institutions Holding VBK

# of Institutions
1,278
Shares Held
45.1M
Call Options Held
45.8K
Put Options Held
26K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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