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Brown, Lisle/Cummings’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Brown, Lisle/Cummings’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 		$9.07K Hold
30
– – ﹤0.01% 596
2025
Q4 		$9.06K Buy
30
+4
+15% +$1.21K ﹤0.01% 511
2025
Q3 		$7.74K Hold
26
– – ﹤0.01% 530
2025
Q2 		$7.2K Hold
26
– – ﹤0.01% 532
2025
Q1 		$6.55K Hold
26
– – ﹤0.01% 535
2024
Q4 		$7.28K Hold
26
– – ﹤0.01% 511
2024
Q3 		$6.95K Hold
26
– – ﹤0.01% 490
2024
Q2 		$6.5K Hold
26
– – ﹤0.01% 489
2024
Q1 		$6.78K Hold
26
– – ﹤0.01% 471
2023
Q4 		$6.29K Hold
26
– – ﹤0.01% 481
2023
Q3 		$5.57K Hold
26
– – ﹤0.01% 460
2023
Q2 		$5.97K Buy
+26
New +$5.66K ﹤0.01% 463

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

Brown, Lisle/Cummings's VBK Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 30 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Brown, Lisle/Cummings first reported a position in VBK in Q2 2023 and has held it in 12 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Brown, Lisle/Cummings held 30 shares of Vanguard Small-Cap Growth ETF worth $9.07K as of Q1 2026.
  • Brown, Lisle/Cummings left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #596 holding.
  • Brown, Lisle/Cummings first reported a position in Vanguard Small-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.