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Apexium Financial’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Apexium Financial’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
2025
Q3 		$258K Buy
866
+36
+4% +$10.4K 0.01% 255
2025
Q2 		$230K Sell
830
-22
-3% -$5.67K 0.01% 258
2025
Q1 		$215K Sell
852
-15
-2% -$4.16K 0.01% 262
2024
Q4 		$243K Sell
867
-37
-4% -$10.5K 0.01% 233
2024
Q3 		$242K Buy
904
+50
+6% +$12.8K 0.02% 213
2024
Q2 		$214K Sell
854
-72
-8% -$18K 0.02% 210
2024
Q1 		$241K Buy
+926
New +$227K 0.02% 199
2020
Q1 		– Sell
-1,272
Closed -$253K – 82
2019
Q4 		$253K Buy
+1,272
New +$241K 0.33% 54

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Apexium Financial's VBK Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Small-Cap Growth ETF (VBK) stake by 4.3% in Q3 2025, buying an estimated $10.4K and bringing the position to 866 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #255.

Apexium Financial first reported a position in VBK in Q4 2019 and has held it in 8 quarters since. 1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Apexium Financial held 866 shares of Vanguard Small-Cap Growth ETF worth $258K as of Q3 2025.
  • Apexium Financial bought 36 Vanguard Small-Cap Growth ETF shares in Q3 2025, an estimated $10.4K.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #255 holding.
  • Apexium Financial first reported a position in Vanguard Small-Cap Growth ETF in Q4 2019 and has held it in 8 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.