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

Bell Investment 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	$9.67K	Buy	+32	New	+$10.1K	﹤0.01%	690
2025 Q2	–	Sell	-179	Closed	-$45.1K	–	1976
2025 Q1	$45.1K	Hold	179	–	–	0.01%	236
2024 Q4	$50.1K	Hold	179	–	–	0.01%	220
2024 Q3	$47.9K	Hold	179	–	–	0.01%	230
2024 Q2	$44.8K	Buy	+179	New	+$44.7K	0.01%	233

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

Bell Investment Advisors's VBK Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q1 2026: 32 shares worth $9.67K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in VBK as recently as Q1 2025.

Bell Investment Advisors first reported a position in VBK in Q2 2024 and has held it in 5 quarters since. The position peaked at $50.1K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Bell Investment Advisors held 32 shares of Vanguard Small-Cap Growth ETF worth $9.67K as of Q1 2026.
Vanguard Small-Cap Growth ETF was a new Bell Investment Advisors position in Q1 2026.
Vanguard Small-Cap Growth ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #690 holding.
Bell Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
Bell Investment Advisors's Vanguard Small-Cap Growth ETF position peaked at $50.1K in Q4 2024.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.