Envestnet Portfolio Solutions
VBK icon

Envestnet Portfolio Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Envestnet Portfolio Solutions’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 		$292K Sell
966
-1,469
-60% -$462K ﹤0.01% 1129
2025
Q4 		$736K Buy
2,435
+189
+8% +$57K ﹤0.01% 889
2025
Q3 		$668K Sell
2,246
-183
-8% -$52.8K ﹤0.01% 911
2025
Q2 		$673K Sell
2,429
-247
-9% -$63.6K ﹤0.01% 965
2025
Q1 		$674K Sell
2,676
-10,820
-80% -$3M ﹤0.01% 934
2024
Q4 		$3.78M Sell
13,496
-1,224
-8% -$346K 0.01% 467
2024
Q3 		$3.94M Sell
14,720
-298
-2% -$76.4K 0.01% 454
2024
Q2 		$3.76M Buy
15,018
+595
+4% +$148K 0.01% 446
2024
Q1 		$3.76M Sell
14,423
-526
-4% -$129K 0.01% 456
2023
Q4 		$3.61M Sell
14,949
-69
-0.5% -$15K 0.02% 420
2023
Q3 		$3.22M Buy
+15,018
New +$3.41M 0.02% 415

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $564B 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