Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Cambridge Investment Research Advisors’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 		$23M Sell
76,194
-18
-0% -$5.66K 0.06% 336
2025
Q4 		$23M Sell
76,212
-191
-0.2% -$57.6K 0.06% 317
2025
Q3 		$22.7M Sell
76,403
-940
-1% -$271K 0.06% 301
2025
Q2 		$21.4M Sell
77,343
-17,639
-19% -$4.54M 0.07% 294
2025
Q1 		$23.9M Sell
94,982
-1,871
-2% -$518K 0.08% 254
2024
Q4 		$27.1M Sell
96,853
-18,792
-16% -$5.31M 0.09% 215
2024
Q3 		$30.9M Buy
115,645
+3,676
+3% +$942K 0.11% 189
2024
Q2 		$28M Sell
111,969
-6,579
-6% -$1.64M 0.1% 185
2024
Q1 		$30.9M Sell
118,548
-28,397
-19% -$6.98M 0.12% 157
2023
Q4 		$35.5M Buy
146,945
+9,233
+7% +$2M 0.15% 132
2023
Q3 		$29.5M Sell
137,712
-3,683
-3% -$837K 0.14% 142
2023
Q2 		$32.5M Buy
141,395
+15,273
+12% +$3.32M 0.15% 132
2023
Q1 		$27.3M Buy
126,122
+8,732
+7% +$1.89M 0.13% 154
2022
Q4 		$23.5M Sell
117,390
-4,201
-3% -$859K 0.12% 173
2022
Q3 		$23.7M Buy
121,591
+3,416
+3% +$733K 0.13% 156
2022
Q2 		$23.3M Buy
118,175
+10,017
+9% +$2.17M 0.13% 163
2022
Q1 		$26.8M Sell
108,158
-5,846
-5% -$1.44M 0.12% 175
2021
Q4 		$32.1M Sell
114,004
-981
-0.9% -$281K 0.14% 148
2021
Q3 		$32.2M Sell
114,985
-678
-0.6% -$194K 0.16% 122
2021
Q2 		$33.5M Sell
115,663
-21,853
-16% -$6.11M 0.16% 122
2021
Q1 		$37.8M Buy
137,516
+14,364
+12% +$4.05M 0.21% 85
2020
Q4 		$33M Buy
123,152
+24,183
+24% +$5.85M 0.19% 101
2020
Q3 		$21.3M Buy
98,969
+8,891
+10% +$1.88M 0.14% 155
2020
Q2 		$18M Buy
90,078
+9,182
+11% +$1.66M 0.14% 157
2020
Q1 		$12.2M Buy
80,896
+7,649
+10% +$1.42M 0.12% 176
2019
Q4 		$14.6M Sell
73,247
-17,136
-19% -$3.25M 0.11% 189
2019
Q3 		$16.5M Buy
90,383
+2,691
+3% +$501K 0.14% 149
2019
Q2 		$16.3M Buy
87,692
+2,685
+3% +$488K 0.15% 146
2019
Q1 		$15.3M Sell
85,007
-17,154
-17% -$2.95M 0.15% 145
2018
Q4 		$15.4M Sell
102,161
-8,218
-7% -$1.36M 0.17% 125
2018
Q3 		$20.7M Buy
110,379
+26,620
+32% +$4.89M 0.2% 114
2018
Q2 		$14.7M Buy
83,759
+32,856
+65% +$5.64M 0.16% 137
2018
Q1 		$8.35M Sell
50,903
-22,154
-30% -$3.65M 0.09% 210
2017
Q4 		$11.8M Buy
73,057
+23,895
+49% +$3.76M 0.14% 151
2017
Q3 		$7.5M Sell
49,162
-23,304
-32% -$3.43M 0.1% 192
2017
Q2 		$10.6M Sell
72,466
-3,087
-4% -$442K 0.16% 123
2017
Q1 		$10.6M Buy
75,553
+3,013
+4% +$417K 0.18% 107
2016
Q4 		$9.66M Buy
72,540
+12,011
+20% +$1.57M 0.18% 111
2016
Q3 		$7.98M Buy
60,529
+877
+1% +$114K 0.15% 123
2016
Q2 		$7.39M Sell
59,652
-2,829
-5% -$343K 0.16% 126
2016
Q1 		$7.43M Sell
62,481
-2,136
-3% -$238K 0.17% 117
2015
Q4 		$7.85M Buy
64,617
+3,725
+6% +$459K 0.19% 112
2015
Q3 		$7.17M Buy
60,892
+703
+1% +$90.9K 0.21% 101
2015
Q2 		$8.08M Buy
60,189
+1,429
+2% +$193K 0.22% 97
2015
Q1 		$7.74M Buy
58,760
+5,828
+11% +$754K 0.22% 94
2014
Q4 		$6.67M Sell
52,932
-3,291
-6% -$404K 0.21% 103
2014
Q3 		$6.77M Buy
56,223
+5,066
+10% +$628K 0.2% 111
2014
Q2 		$6.52M Sell
51,157
-2,165
-4% -$263K 0.23% 98
2014
Q1 		$6.62M Buy
53,322
+7,378
+16% +$914K 0.25% 86
2013
Q4 		$5.62M Buy
45,944
+2,724
+6% +$321K 0.23% 95
2013
Q3 		$4.95M Sell
43,220
-7,135
-14% -$788K 0.22% 104
2013
Q2 		$5.18M Buy
+50,355
New +$5.09M 0.26% 84

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

Cambridge Investment Research Advisors's VBK Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.02% in Q1 2026, selling an estimated $5.66K and leaving 76,194 shares worth $23M. The position accounts for 0.06% of the portfolio, ranked #336.

Cambridge Investment Research Advisors first reported a position in VBK in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.8M in Q1 2021. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Cambridge Investment Research Advisors held 76,194 shares of Vanguard Small-Cap Growth ETF worth $23M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 18 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $5.66K.
  • Vanguard Small-Cap Growth ETF made up 0.06% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #336 holding.
  • Cambridge Investment Research Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's Vanguard Small-Cap Growth ETF position peaked at $37.8M in Q1 2021.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.