Cardiff Park Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Cardiff Park 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	$412K	Buy	1,363 +1	+0.1%	+$314	0.03%	199
2025 Q4	$411K	Buy	1,362 +4	+0.3%	+$1.21K	0.03%	192
2025 Q3	$404K	Buy	1,358 +2	+0.1%	+$577	0.03%	206
2025 Q2	$376K	Hold	1,356	–	–	0.03%	199
2025 Q1	$341K	Buy	1,356 +2	+0.1%	+$554	0.03%	201
2024 Q4	$379K	Buy	1,354 +74	+6%	+$20.9K	0.04%	190
2024 Q3	$342K	Buy	1,280 +3	+0.2%	+$769	0.03%	192
2024 Q2	$319K	Hold	1,277	–	–	0.03%	192
2024 Q1	$333K	Buy	1,277 +2	+0.2%	+$491	0.03%	193
2023 Q4	$308K	Buy	1,275 +3	+0.2%	+$651	0.03%	185
2023 Q3	$272K	Buy	1,272 +2	+0.2%	+$455	0.03%	182
2023 Q2	$292K	Sell	1,270 -175	-12%	-$38.1K	0.04%	189
2023 Q1	$313K	Buy	1,445 +3	+0.2%	+$648	0.04%	181
2022 Q4	$289K	Buy	1,442 +3	+0.2%	+$614	0.04%	196
2022 Q3	$281K	Buy	1,439 +3	+0.2%	+$644	0.04%	193
2022 Q2	$283K	Buy	1,436 +123	+9%	+$26.7K	0.04%	196
2022 Q1	$326K	Buy	1,313 +220	+20%	+$54.2K	0.05%	184
2021 Q4	$308K	Buy	+1,093	New	+$313K	0.04%	187

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cardiff Park Advisors's VBK Position: Q1 2026 in Review

Cardiff Park Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.07% in Q1 2026, buying an estimated $314 and bringing the position to 1,363 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #199.

Cardiff Park Advisors first reported a position in VBK in Q4 2021 and has held it in 18 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Cardiff Park Advisors held 1,363 shares of Vanguard Small-Cap Growth ETF worth $412K as of Q1 2026.
Cardiff Park Advisors bought 1 Vanguard Small-Cap Growth ETF share in Q1 2026, an estimated $314.
Vanguard Small-Cap Growth ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q1 2026, its #199 holding.
Cardiff Park Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.