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Cathy Pareto & Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Cathy Pareto & Associates’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
2025
Q1 		– Sell
-886
Closed -$248K – 86
2024
Q4 		$248K Buy
+886
New +$250K 0.23% 71

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Cathy Pareto & Associates's VBK Position: Q1 2025 in Review

Cathy Pareto & Associates sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 886 shares — an estimated $248K sold.

Cathy Pareto & Associates first reported a position in VBK in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Cathy Pareto & Associates reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Cathy Pareto & Associates sold 886 Vanguard Small-Cap Growth ETF shares in Q1 2025, an estimated $248K.
  • Cathy Pareto & Associates first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Cathy Pareto & Associates's Vanguard Small-Cap Growth ETF position peaked at $248K in Q4 2024.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2025.

Based on Cathy Pareto & Associates's 13F filing for Q1 2025, filed 10 Apr 2025.