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Center For Asset Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Center For Asset Management’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 		$1.03M Buy
3,419
+17
+0.5% +$5.34K 0.51% 53
2025
Q4 		$1.03M Sell
3,402
-128
-4% -$38.6K 0.54% 49
2025
Q3 		$1.05M Sell
3,530
-1,080
-23% -$312K 0.56% 43
2025
Q2 		$1.29M Buy
4,610
+1,000
+28% +$258K 0.8% 32
2025
Q1 		$909K Sell
3,610
-1,109
-24% -$307K 0.56% 44
2024
Q4 		$1.32M Buy
4,719
+369
+8% +$104K 0.86% 30
2024
Q3 		$1.16M Buy
4,350
+194
+5% +$49.7K 0.69% 35
2024
Q2 		$1.04M Buy
4,156
+158
+4% +$39.4K 0.69% 35
2024
Q1 		$1.04M Buy
3,998
+31
+0.8% +$7.61K 0.85% 29
2023
Q4 		$959K Buy
3,967
+84
+2% +$18.2K 0.87% 26
2023
Q3 		$832K Sell
3,883
-128
-3% -$29.1K 0.83% 30
2023
Q2 		$921K Sell
4,011
-81
-2% -$17.6K 0.87% 30
2023
Q1 		$885K Sell
4,092
-29
-0.7% -$6.27K 0.87% 27
2022
Q4 		$826K Sell
4,121
-267
-6% -$54.6K 0.77% 33
2022
Q3 		$856K Buy
4,388
+158
+4% +$33.9K 0.85% 25
2022
Q2 		$833K Buy
4,230
+336
+9% +$72.8K 0.77% 24
2022
Q1 		$966K Sell
3,894
-30
-0.8% -$7.39K 0.75% 32
2021
Q4 		$1.11M Buy
3,924
+5
+0.1% +$1.43K 0.82% 31
2021
Q3 		$1.1M Buy
3,919
+66
+2% +$18.9K 0.92% 31
2021
Q2 		$1.12M Sell
3,853
-50
-1% -$14K 0.96% 30
2021
Q1 		$1.07M Buy
3,903
+91
+2% +$25.7K 1.03% 26
2020
Q4 		$1.02M Buy
+3,812
New +$922K 1.02% 27

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

Center For Asset Management's VBK Position: Q1 2026 in Review

Center For Asset Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.5% in Q1 2026, buying an estimated $5.34K and bringing the position to 3,419 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #53.

Center For Asset Management first reported a position in VBK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Center For Asset Management held 3,419 shares of Vanguard Small-Cap Growth ETF worth $1.03M as of Q1 2026.
  • Center For Asset Management bought 17 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $5.34K.
  • Vanguard Small-Cap Growth ETF made up 0.51% of Center For Asset Management's portfolio in Q1 2026, its #53 holding.
  • Center For Asset Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Center For Asset Management's Vanguard Small-Cap Growth ETF position peaked at $1.32M in Q4 2024.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.