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

Avantax 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
2025
Q2 		$9.11M Buy
32,906
+132
+0.4% +$34K 0.05% 291
2025
Q1 		$8.25M Sell
32,774
-338
-1% -$93.7K 0.05% 291
2024
Q4 		$9.27M Buy
33,112
+305
+0.9% +$86.2K 0.06% 245
2024
Q3 		$8.77M Buy
32,807
+1,202
+4% +$308K 0.06% 253
2024
Q2 		$7.91M Buy
31,605
+2,482
+9% +$619K 0.06% 257
2024
Q1 		$7.59M Sell
29,123
-189
-0.6% -$46.4K 0.07% 224
2023
Q4 		$7.09M Buy
29,312
+1,475
+5% +$320K 0.07% 219
2023
Q3 		$5.96M Buy
27,837
+6,249
+29% +$1.42M 0.07% 219
2023
Q2 		$4.96M Buy
21,588
+6,212
+40% +$1.35M 0.06% 253
2023
Q1 		$3.33M Sell
15,376
-5,977
-28% -$1.29M 0.04% 326
2022
Q4 		$4.28M Buy
21,353
+1,871
+10% +$383K 0.06% 254
2022
Q3 		$3.8M Buy
19,482
+2,099
+12% +$451K 0.06% 251
2022
Q2 		$3.42M Buy
17,383
+3,480
+25% +$754K 0.05% 268
2022
Q1 		$3.44M Buy
13,903
+1,941
+16% +$478K 0.05% 274
2021
Q4 		$3.37M Buy
11,962
+1,357
+13% +$389K 0.05% 263
2021
Q3 		$2.98M Sell
10,605
-2,384
-18% -$682K 0.05% 269
2021
Q2 		$3.76M Buy
12,989
+1,042
+9% +$291K 0.07% 213
2021
Q1 		$3.28M Buy
11,947
+919
+8% +$259K 0.07% 206
2020
Q4 		$2.95M Sell
11,028
-9,571
-46% -$2.31M 0.07% 193
2020
Q3 		$4.43M Buy
20,599
+10,117
+97% +$2.14M 0.07% 223
2020
Q2 		$2.1M Sell
10,482
-442
-4% -$79.8K 0.06% 211
2020
Q1 		$1.64M Sell
10,924
-12,507
-53% -$2.32M 0.05% 220
2019
Q4 		$4.66M Buy
23,431
+1,684
+8% +$320K 0.11% 122
2019
Q3 		$3.96M Sell
21,747
-4,958
-19% -$923K 0.16% 74
2019
Q2 		$4.97M Buy
26,705
+3,044
+13% +$554K 0.22% 56
2019
Q1 		$4.25M Buy
23,661
+4,369
+23% +$750K 0.23% 56
2018
Q4 		$2.9M Buy
+19,292
New +$3.18M 0.49% 52

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Avantax Advisory Services's VBK Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.4% in Q2 2025, buying an estimated $34K and bringing the position to 32,906 shares worth $9.11M. The position accounts for 0.05% of the portfolio, ranked #291.

Avantax Advisory Services first reported a position in VBK in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.27M in Q4 2024. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Avantax Advisory Services held 32,906 shares of Vanguard Small-Cap Growth ETF worth $9.11M as of Q2 2025.
  • Avantax Advisory Services bought 132 Vanguard Small-Cap Growth ETF shares in Q2 2025, an estimated $34K.
  • Vanguard Small-Cap Growth ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #291 holding.
  • Avantax Advisory Services first reported a position in Vanguard Small-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Vanguard Small-Cap Growth ETF position peaked at $9.27M in Q4 2024.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.