Estate Counselors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Estate Counselors’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	-2,390	Closed	-$669K	–	123
2024 Q4	$669K	Buy	+2,390	New	+$676K	0.07%	79
2024 Q2	–	Sell	-1,435	Closed	-$374K	–	126
2024 Q1	$374K	Buy	+1,435	New	+$352K	0.04%	99
2023 Q2	–	Sell	-88,675	Closed	-$19.2M	–	132
2023 Q1	$19.2M	Buy	+88,675	New	+$19.2M	2.54%	13
2022 Q4	–	Sell	-42,295	Closed	-$8.25M	–	191
2022 Q3	$8.25M	Buy	+42,295	New	+$9.08M	1.28%	23

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Estate Counselors's VBK Position: Q1 2025 in Review

Estate Counselors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 2,390 shares — an estimated $669K sold.

Estate Counselors first reported a position in VBK in Q3 2022 and held it in 4 quarters. The position peaked at $19.2M in Q1 2023. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

Estate Counselors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 2,390 Vanguard Small-Cap Growth ETF shares in Q1 2025, an estimated $669K.
Estate Counselors first reported a position in Vanguard Small-Cap Growth ETF in Q3 2022 and held it in 4 quarters.
Estate Counselors's Vanguard Small-Cap Growth ETF position peaked at $19.2M in Q1 2023.
1,077 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.