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Brian Low Financial Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Brian Low Financial Group’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 		$256K Sell
846
-110
-12% -$34.6K 0.17% 97
2025
Q4 		$289K Sell
956
-100
-9% -$30.2K 0.2% 89
2025
Q3 		$314K Sell
1,056
-157
-13% -$45.3K 0.24% 84
2025
Q2 		$336K Buy
+1,213
New +$312K 0.31% 76

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

Brian Low Financial Group's VBK Position: Q1 2026 in Review

Brian Low Financial Group reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 12% in Q1 2026, selling an estimated $34.6K and leaving 846 shares worth $256K. The position accounts for 0.17% of the portfolio, ranked #97.

Brian Low Financial Group first reported a position in VBK in Q2 2025 and has held it in 4 quarters since. The position peaked at $336K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Brian Low Financial Group held 846 shares of Vanguard Small-Cap Growth ETF worth $256K as of Q1 2026.
  • Brian Low Financial Group sold 110 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $34.6K.
  • Vanguard Small-Cap Growth ETF made up 0.17% of Brian Low Financial Group's portfolio in Q1 2026, its #97 holding.
  • Brian Low Financial Group first reported a position in Vanguard Small-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's Vanguard Small-Cap Growth ETF position peaked at $336K in Q2 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.