Ameritas Advisory Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Ameritas Advisory Services’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.4M	Sell	14,573 -175	-1%	-$55K	0.17%	122
2025 Q4	$4.46M	Buy	14,748 +12,121	+461%	+$3.66M	0.17%	124
2025 Q3	$782K	Buy	2,627 +503	+24%	+$145K	0.05%	292
2025 Q2	$588K	Sell	2,124 -1,823	-46%	-$469K	0.03%	465
2025 Q1	$1.08M	Buy	3,947 +18	+0.5%	+$4.99K	0.04%	379
2024 Q4	$1.1M	Sell	3,929 -1,189	-23%	-$336K	0.04%	389
2024 Q3	$1.37M	Sell	5,118 -1,607	-24%	-$412K	0.06%	310
2024 Q2	$1.68M	Sell	6,725 -2,329	-26%	-$581K	0.06%	289
2024 Q1	$2.24M	Buy	9,054 +1,629	+22%	+$400K	0.09%	212
2023 Q4	$1.83M	Sell	7,425 -1,588	-18%	-$345K	0.1%	191
2023 Q3	$1.9M	Buy	9,013 +2,731	+43%	+$621K	0.09%	211
2023 Q2	$1.42M	Sell	6,282 -1,968	-24%	-$428K	0.18%	130
2023 Q1	$1.78M	Sell	8,250 -5,129	-38%	-$1.11M	0.09%	214
2022 Q4	$2.68M	Buy	13,379 +4,567	+52%	+$934K	0.12%	169
2022 Q3	$1.72M	Sell	8,812 -748	-8%	-$161K	0.1%	193
2022 Q2	$1.88M	Buy	9,560 +1,991	+26%	+$432K	0.11%	186
2022 Q1	$1.88M	Buy	7,569 +152	+2%	+$37.4K	0.07%	222
2021 Q4	$2.09M	Buy	+7,417	New	+$2.13M	0.08%	209

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameritas Advisory Services's VBK Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 1.2% in Q1 2026, selling an estimated $55K and leaving 14,573 shares worth $4.4M. The position accounts for 0.17% of the portfolio, ranked #122.

Ameritas Advisory Services first reported a position in VBK in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.46M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Ameritas Advisory Services held 14,573 shares of Vanguard Small-Cap Growth ETF worth $4.4M as of Q1 2026.
Ameritas Advisory Services sold 175 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $55K.
Vanguard Small-Cap Growth ETF made up 0.17% of Ameritas Advisory Services's portfolio in Q1 2026, its #122 holding.
Ameritas Advisory Services first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Vanguard Small-Cap Growth ETF position peaked at $4.46M in Q4 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.