BI
VBK icon

Binnacle Investments’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Binnacle Investments’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
Q3 		$374K Sell
1,257
-30
-2% -$8.66K 0.22% 43
2025
Q2 		$356K Sell
1,287
-51
-4% -$13.1K 0.23% 38
2025
Q1 		$337K Buy
+1,338
New +$371K 0.25% 36

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Binnacle Investments's VBK Position: Q3 2025 in Review

Binnacle Investments reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 2.3% in Q3 2025, selling an estimated $8.66K and leaving 1,257 shares worth $374K. The position accounts for 0.22% of the portfolio, ranked #43.

Binnacle Investments first reported a position in VBK in Q1 2025 and has held it in 3 quarters since. 1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Binnacle Investments held 1,257 shares of Vanguard Small-Cap Growth ETF worth $374K as of Q3 2025.
  • Binnacle Investments sold 30 Vanguard Small-Cap Growth ETF shares in Q3 2025, an estimated $8.66K.
  • Vanguard Small-Cap Growth ETF made up 0.22% of Binnacle Investments's portfolio in Q3 2025, its #43 holding.
  • Binnacle Investments first reported a position in Vanguard Small-Cap Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.