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Clearwater Capital Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Clearwater Capital 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 		$431K Sell
1,427
-40
-3% -$12.6K 0.03% 119
2025
Q4 		$443K Sell
1,467
-15
-1% -$4.53K 0.04% 115
2025
Q3 		$441K Hold
1,482
– – 0.04% 116
2025
Q2 		$410K Sell
1,482
-35
-2% -$9.01K 0.04% 119
2025
Q1 		$382K Hold
1,517
– – 0.04% 124
2024
Q4 		$425K Sell
1,517
-50
-3% -$14.1K 0.04% 120
2024
Q3 		$419K Hold
1,567
– – 0.04% 119
2024
Q2 		$392K Hold
1,567
– – 0.04% 112
2024
Q1 		$409K Sell
1,567
-10
-0.6% -$2.46K 0.04% 108
2023
Q4 		$381K Hold
1,577
– – 0.04% 106
2023
Q3 		$338K Hold
1,577
– – 0.04% 103
2023
Q2 		$362K Sell
1,577
-50
-3% -$10.9K 0.04% 104
2023
Q1 		$352K Sell
1,627
-310
-16% -$67K 0.04% 107
2022
Q4 		$388K Sell
1,937
-130
-6% -$26.6K 0.05% 104
2022
Q3 		$403K Buy
2,067
+130
+7% +$27.9K 0.06% 106
2022
Q2 		$382K Sell
1,937
-204
-10% -$44.2K 0.05% 104
2022
Q1 		$531K Buy
2,141
+130
+6% +$32K 0.06% 100
2021
Q4 		$567K Hold
2,011
– – 0.06% 98
2021
Q3 		$563K Sell
2,011
-73
-4% -$20.9K 0.07% 96
2021
Q2 		$604K Hold
2,084
– – 0.07% 96
2021
Q1 		$572K Sell
2,084
-119
-5% -$33.5K 0.07% 97
2020
Q4 		$590K Hold
2,203
– – 0.08% 94
2020
Q3 		$473K Hold
2,203
– – 0.07% 95
2020
Q2 		$440K Sell
2,203
-330
-13% -$59.6K 0.07% 97
2020
Q1 		$381K Sell
2,533
-154
-6% -$28.6K 0.08% 104
2019
Q4 		$534K Sell
2,687
-262
-9% -$49.7K 0.09% 121
2019
Q3 		$537K Sell
2,949
-87
-3% -$16.2K 0.09% 129
2019
Q2 		$565K Sell
3,036
-292
-9% -$53.1K 0.1% 135
2019
Q1 		$598K Sell
3,328
-1,348
-29% -$232K 0.11% 135
2018
Q4 		$704K Sell
4,676
-741
-14% -$122K 0.15% 127
2018
Q3 		$1.01M Sell
5,417
-1,001
-16% -$184K 0.2% 106
2018
Q2 		$1.13M Sell
6,418
-120
-2% -$20.6K 0.23% 97
2018
Q1 		$1.07M Buy
6,538
+347
+6% +$57.2K 0.22% 95
2017
Q4 		$996K Sell
6,191
-228
-4% -$35.8K 0.22% 96
2017
Q3 		$991K Sell
6,419
-248
-4% -$36.5K 0.23% 93
2017
Q2 		$967K Buy
6,667
+164
+3% +$23.5K 0.25% 85
2017
Q1 		$899K Sell
6,503
-3,051
-32% -$423K 0.25% 88
2016
Q4 		$1.28M Sell
9,554
-116
-1% -$15.2K 0.44% 64
2016
Q3 		$1.26M Sell
9,670
-572
-6% -$74.5K 0.44% 61
2016
Q2 		$1.27M Buy
+10,242
New +$1.24M 0.47% 57

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

Clearwater Capital Advisors's VBK Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 2.7% in Q1 2026, selling an estimated $12.6K and leaving 1,427 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #119.

Clearwater Capital Advisors first reported a position in VBK in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.28M in Q4 2016. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Clearwater Capital Advisors held 1,427 shares of Vanguard Small-Cap Growth ETF worth $431K as of Q1 2026.
  • Clearwater Capital Advisors sold 40 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $12.6K.
  • Vanguard Small-Cap Growth ETF made up 0.03% of Clearwater Capital Advisors's portfolio in Q1 2026, its #119 holding.
  • Clearwater Capital Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's Vanguard Small-Cap Growth ETF position peaked at $1.28M in Q4 2016.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.