Cardinal Strategic Wealth Guidance’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Cardinal Strategic Wealth Guidance’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	$36K	Hold	119	–	–	0.01%	54
2025 Q4	$36K	Hold	119	–	–	0.01%	55
2025 Q3	$35.4K	Sell	119 -90	-43%	-$26K	0.01%	55
2025 Q2	$57.9K	Hold	209	–	–	0.02%	54
2025 Q1	$52.6K	Hold	209	–	–	0.02%	52
2024 Q4	$58.5K	Hold	209	–	–	0.02%	67
2024 Q3	$55.9K	Hold	209	–	–	0.02%	55
2024 Q2	$52.3K	Sell	209 -18	-8%	-$4.49K	0.02%	61
2024 Q1	$59.2K	Hold	227	–	–	0.02%	53
2023 Q4	$54.9K	Sell	227 -36	-14%	-$7.82K	0.02%	65
2023 Q3	$56.3K	Sell	263 -167	-39%	-$38K	0.03%	67
2023 Q2	$98.8K	Hold	430	–	–	0.04%	64
2023 Q1	$93.1K	Sell	430 -50	-10%	-$10.8K	0.04%	64
2022 Q4	$96.3K	Hold	480	–	–	0.05%	70
2022 Q3	$94K	Hold	480	–	–	0.05%	62
2022 Q2	$95K	Hold	480	–	–	0.05%	67
2022 Q1	$119K	Buy	+480	New	+$118K	0.05%	73

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

Cardinal Strategic Wealth Guidance's VBK Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 119 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #54.

Cardinal Strategic Wealth Guidance first reported a position in VBK in Q1 2022 and has held it in 17 quarters since. The position peaked at $119K in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Cardinal Strategic Wealth Guidance held 119 shares of Vanguard Small-Cap Growth ETF worth $36K as of Q1 2026.
Cardinal Strategic Wealth Guidance left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.01% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #54 holding.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard Small-Cap Growth ETF in Q1 2022 and has held it in 17 quarters since.
Cardinal Strategic Wealth Guidance's Vanguard Small-Cap Growth ETF position peaked at $119K in Q1 2022.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.