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Edge Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Edge Financial 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
2025
Q4 		$283K Buy
937
+3
+0.3% +$905 0.12% 118
2025
Q3 		$278K Hold
934
– – 0.12% 116
2025
Q2 		$259K Hold
934
– – 0.14% 110
2025
Q1 		$235K Sell
934
-4
-0.4% -$1.11K 0.15% 92
2024
Q4 		$263K Buy
938
+1
+0.1% +$283 0.23% 81
2024
Q3 		$251K Buy
937
+50
+6% +$12.8K 0.22% 83
2024
Q2 		$222K Sell
887
-114
-11% -$28.4K 0.23% 82
2024
Q1 		$261K Buy
+1,001
New +$246K 0.23% 111

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

Edge Financial Advisors's VBK Position: Q4 2025 in Review

Edge Financial Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.32% in Q4 2025, buying an estimated $905 and bringing the position to 937 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #118.

Edge Financial Advisors first reported a position in VBK in Q1 2024 and has held it in 8 quarters since. 1,209 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Edge Financial Advisors held 937 shares of Vanguard Small-Cap Growth ETF worth $283K as of Q4 2025.
  • Edge Financial Advisors bought 3 Vanguard Small-Cap Growth ETF shares in Q4 2025, an estimated $905.
  • Vanguard Small-Cap Growth ETF made up 0.12% of Edge Financial Advisors's portfolio in Q4 2025, its #118 holding.
  • Edge Financial Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.