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

BKM Wealth Management’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 		$1.27M Buy
4,213
+273
+7% +$85.8K 0.47% 64
2025
Q4 		$1.19M Buy
3,940
+552
+16% +$167K 0.44% 65
2025
Q3 		$1.01M Buy
3,388
+179
+6% +$51.7K 0.37% 72
2025
Q2 		$889K Buy
3,209
+185
+6% +$47.6K 0.35% 77
2025
Q1 		$761K Buy
3,024
+290
+11% +$80.4K 0.31% 80
2024
Q4 		$766K Sell
2,734
-119
-4% -$33.6K 0.31% 80
2024
Q3 		$763K Buy
2,853
+214
+8% +$54.8K 0.31% 85
2024
Q2 		$660K Buy
2,639
+280
+12% +$69.9K 0.32% 89
2024
Q1 		$615K Buy
2,359
+76
+3% +$18.7K 0.26% 92
2023
Q4 		$552K Buy
+2,283
New +$496K 0.24% 95

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

BKM Wealth Management's VBK Position: Q1 2026 in Review

BKM Wealth Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 6.9% in Q1 2026, buying an estimated $85.8K and bringing the position to 4,213 shares worth $1.27M. The position accounts for 0.47% of the portfolio, ranked #64.

BKM Wealth Management first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • BKM Wealth Management held 4,213 shares of Vanguard Small-Cap Growth ETF worth $1.27M as of Q1 2026.
  • BKM Wealth Management bought 273 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $85.8K.
  • Vanguard Small-Cap Growth ETF made up 0.47% of BKM Wealth Management's portfolio in Q1 2026, its #64 holding.
  • BKM Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.