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Diversify Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Diversify Wealth 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 		$1.06M Buy
3,250
+2,483
+324% +$780K 0.02% 577
2025
Q4 		$247K Hold
767
– – 0.01% 556
2025
Q3 		$232K Hold
767
– – 0.01% 497
2025
Q2 		$218K Sell
767
-68
-8% -$17.5K 0.01% 505
2025
Q1 		$208K Buy
835
+64
+8% +$17.7K 0.02% 492
2024
Q4 		$216K Buy
+771
New +$218K 0.02% 481

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

Diversify Wealth Management's VBK Position: Q1 2026 in Review

Diversify Wealth Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 324% in Q1 2026, buying an estimated $780K and bringing the position to 3,250 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #577.

Diversify Wealth Management first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Diversify Wealth Management held 3,250 shares of Vanguard Small-Cap Growth ETF worth $1.06M as of Q1 2026.
  • Diversify Wealth Management bought 2,483 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $780K.
  • Vanguard Small-Cap Growth ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #577 holding.
  • Diversify Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.