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BIP Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

BIP Wealth’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 		$477K Sell
1,579
-1,253
-44% -$394K 0.02% 306
2025
Q4 		$856K Sell
2,832
-226
-7% -$68.2K 0.03% 230
2025
Q3 		$910K Buy
3,058
+1,436
+89% +$415K 0.05% 131
2025
Q2 		$449K Sell
1,622
-324
-17% -$83.4K 0.03% 163
2025
Q1 		$490K Buy
1,946
+394
+25% +$109K 0.03% 154
2024
Q4 		$435K Buy
1,552
+144
+10% +$40.7K 0.03% 164
2024
Q3 		$376K Buy
1,408
+55
+4% +$14.1K 0.03% 158
2024
Q2 		$338K Sell
1,353
-45
-3% -$11.2K 0.03% 140
2024
Q1 		$365K Sell
1,398
-65
-4% -$16K 0.03% 145
2023
Q4 		$354K Buy
1,463
+71
+5% +$15.4K 0.03% 137
2023
Q3 		$298K Sell
1,392
-77
-5% -$17.5K 0.03% 137
2023
Q2 		$338K Sell
1,469
-201
-12% -$43.7K 0.03% 129
2023
Q1 		$362K Buy
+1,670
New +$361K 0.04% 131

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

BIP Wealth's VBK Position: Q1 2026 in Review

BIP Wealth reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 44% in Q1 2026, selling an estimated $394K and leaving 1,579 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #306.

BIP Wealth first reported a position in VBK in Q1 2023 and has held it in 13 quarters since. The position peaked at $910K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • BIP Wealth held 1,579 shares of Vanguard Small-Cap Growth ETF worth $477K as of Q1 2026.
  • BIP Wealth sold 1,253 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $394K.
  • Vanguard Small-Cap Growth ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #306 holding.
  • BIP Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Vanguard Small-Cap Growth ETF position peaked at $910K in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.