Belvedere Trading
VBK icon

Belvedere Trading’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Belvedere Trading’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 		– Hold
0
– – – 1128
2025
Q4 		– Hold
0
– – – 1208
2025
Q3 		– Hold
0
– – – 1284
2025
Q2 		– Hold
0
– – – 1169
2024
Q4 		– Hold
0
– – – 1222
2024
Q3 		– Hold
0
– – – 1087
2024
Q2 		– Hold
0
– – – 1057
2024
Q1 		– Hold
0
– – – 1151
2023
Q4 		– Hold
0
– – – 1198
2023
Q3 		– Hold
0
– – – 1139
2023
Q2 		– Sell
-49
Closed -$10.7K – 1340
2023
Q1 		$10.6K Buy
+49
New +$10.6K ﹤0.01% 751
2021
Q4 		– Hold
0
– – – 771
2021
Q3 		– Hold
0
– – – 727
2021
Q2 		– Hold
0
– – – 528

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $564B 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