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Empirical Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Empirical 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
2025
Q1 		– Sell
-421
Closed -$118K – 462
2024
Q4 		$118K Buy
+421
New +$119K 0.04% 330

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Corient Private Wealth
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SEI Investments
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
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Empirical Asset Management's VBK Position: Q1 2025 in Review

Empirical Asset Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 421 shares — an estimated $118K sold.

Empirical Asset Management first reported a position in VBK in Q4 2024 and held it in 1 quarter. The position peaked at $118K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Empirical Asset Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Empirical Asset Management sold 421 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $118K.
  • Empirical Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Empirical Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $118K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Empirical Asset Management's 13F filing for Q1 2025, filed 12 May 2025.