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Brady Martz Wealth Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Brady Martz Wealth Solutions’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 		$577K Hold
1,908
– – 0.1% 120
2025
Q4 		$576K Sell
1,908
-3
-0.2% -$905 0.1% 117
2025
Q3 		$569K Hold
1,911
– – 0.1% 111
2025
Q2 		$529K Hold
1,911
– – 0.1% 115
2025
Q1 		$481K Hold
1,911
– – 0.11% 112
2024
Q4 		$540K Buy
+1,911
New +$540K 0.13% 108

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

Brady Martz Wealth Solutions's VBK Position: Q1 2026 in Review

Brady Martz Wealth Solutions held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 1,908 shares worth $577K. The position accounts for 0.1% of the portfolio, ranked #120.

Brady Martz Wealth Solutions first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Brady Martz Wealth Solutions held 1,908 shares of Vanguard Small-Cap Growth ETF worth $577K as of Q1 2026.
  • Brady Martz Wealth Solutions left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up 0.1% of Brady Martz Wealth Solutions's portfolio in Q1 2026, its #120 holding.
  • Brady Martz Wealth Solutions first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.