Dynamic Financial Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Dynamic Financial Group’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	$229K	Hold	758	–	–	0.19%	60
2025 Q4	$229K	Buy	758 +1	+0.1%	+$302	0.2%	58
2025 Q3	$225K	Hold	757	–	–	0.2%	60
2025 Q2	$210K	Buy	+757	New	+$195K	0.2%	59

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

Dynamic Financial Group's VBK Position: Q1 2026 in Review

Dynamic Financial Group held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 758 shares worth $229K. The position accounts for 0.19% of the portfolio, ranked #60.

Dynamic Financial Group first reported a position in VBK in Q2 2025 and has held it in 4 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Dynamic Financial Group held 758 shares of Vanguard Small-Cap Growth ETF worth $229K as of Q1 2026.
Dynamic Financial Group left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.19% of Dynamic Financial Group's portfolio in Q1 2026, its #60 holding.
Dynamic Financial Group first reported a position in Vanguard Small-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.