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Apriem Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Apriem Advisors’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 		$1.95M Buy
6,452
+1,077
+20% +$338K 0.19% 66
2025
Q4 		$1.62M Buy
5,375
+268
+5% +$80.9K 0.15% 74
2025
Q3 		$1.52M Buy
5,107
+333
+7% +$96.1K 0.14% 74
2025
Q2 		$1.32M Buy
4,774
+205
+4% +$52.8K 0.14% 78
2025
Q1 		$1.15M Buy
4,569
+1,771
+63% +$491K 0.13% 77
2024
Q4 		$784K Buy
2,798
+904
+48% +$256K 0.09% 85
2024
Q3 		$506K Buy
1,894
+909
+92% +$233K 0.06% 103
2024
Q2 		$246K Buy
+985
New +$246K 0.03% 152
2017
Q2 		– Sell
-10
Closed -$1K – 527
2017
Q1 		$1K Buy
+10
New +$1.39K ﹤0.01% 647

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

Apriem Advisors's VBK Position: Q1 2026 in Review

Apriem Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 20% in Q1 2026, buying an estimated $338K and bringing the position to 6,452 shares worth $1.95M. The position accounts for 0.19% of the portfolio, ranked #66.

Apriem Advisors first reported a position in VBK in Q1 2017 and has held it in 9 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Apriem Advisors held 6,452 shares of Vanguard Small-Cap Growth ETF worth $1.95M as of Q1 2026.
  • Apriem Advisors bought 1,077 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $338K.
  • Vanguard Small-Cap Growth ETF made up 0.19% of Apriem Advisors's portfolio in Q1 2026, its #66 holding.
  • Apriem Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2017 and has held it in 9 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.