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

Battery Global 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	$1.11M	Sell	3,680 -25,590	-87%	-$8.04M	0.6%	19
2025 Q4	$18.4M	Buy	29,270 +25,590	+695%	+$7.72M	8.51%	4
2025 Q3	$1.1M	Hold	3,680	–	–	0.52%	17
2025 Q2	$1.02M	Hold	3,680	–	–	0.5%	19
2025 Q1	$927K	Hold	3,680	–	–	0.52%	18
2024 Q4	$1.03M	Hold	3,680	–	–	0.55%	19
2024 Q3	$984K	Hold	3,680	–	–	0.53%	20
2024 Q2	$922K	Hold	3,680	–	–	0.61%	17
2024 Q1	$959K	Hold	3,680	–	–	0.78%	13
2023 Q4	$890K	Buy	+3,680	New	+$799K	0.68%	17

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

Battery Global Advisors's VBK Position: Q1 2026 in Review

Battery Global Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 87% in Q1 2026, selling an estimated $8.04M and leaving 3,680 shares worth $1.11M. The position accounts for 0.6% of the portfolio, ranked #19.

Battery Global Advisors first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.4M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Battery Global Advisors held 3,680 shares of Vanguard Small-Cap Growth ETF worth $1.11M as of Q1 2026.
Battery Global Advisors sold 25,590 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $8.04M.
Vanguard Small-Cap Growth ETF made up 0.6% of Battery Global Advisors's portfolio in Q1 2026, its #19 holding.
Battery Global Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Battery Global Advisors's Vanguard Small-Cap Growth ETF position peaked at $18.4M in Q4 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.