EWM
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Evermay Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Evermay Wealth 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
2026
Q1 		$793K Sell
2,625
-140
-5% -$44K 0.09% 98
2025
Q4 		$835K Sell
2,765
-60
-2% -$18.1K 0.09% 94
2025
Q3 		$842K Sell
2,825
-17
-0.6% -$4.91K 0.1% 93
2025
Q2 		$788K Sell
2,842
-71
-2% -$18.3K 0.1% 97
2025
Q1 		$733K Sell
2,913
-22
-0.7% -$6.1K 0.1% 96
2024
Q4 		$822K Sell
2,935
-17
-0.6% -$4.8K 0.12% 92
2024
Q3 		$789K Sell
2,952
-98
-3% -$25.1K 0.13% 98
2024
Q2 		$764K Buy
3,050
+58
+2% +$14.5K 0.12% 94
2024
Q1 		$780K Sell
2,992
-39
-1% -$9.58K 0.12% 96
2023
Q4 		$733K Sell
3,031
-21
-0.7% -$4.56K 0.14% 80
2023
Q3 		$654K Sell
3,052
-126
-4% -$28.6K 0.13% 78
2023
Q2 		$730K Sell
3,178
-9
-0.3% -$1.96K 0.14% 77
2023
Q1 		$690K Sell
3,187
-37
-1% -$8K 0.14% 79
2022
Q4 		$647K Sell
3,224
-175
-5% -$35.8K 0.13% 78
2022
Q3 		$663K Sell
3,399
-110
-3% -$23.6K 0.13% 74
2022
Q2 		$691K Sell
3,509
-672
-16% -$146K 0.13% 72
2022
Q1 		$1.04M Buy
4,181
+4,099
+4,999% +$1.01M 0.17% 62
2021
Q4 		$23K Buy
+82
New +$23.5K ﹤0.01% 344

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 $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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Evermay Wealth Management's VBK Position: Q1 2026 in Review

Evermay Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 5.1% in Q1 2026, selling an estimated $44K and leaving 2,625 shares worth $793K. The position accounts for 0.09% of the portfolio, ranked #98.

Evermay Wealth Management first reported a position in VBK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Evermay Wealth Management held 2,625 shares of Vanguard Small-Cap Growth ETF worth $793K as of Q1 2026.
  • Evermay Wealth Management sold 140 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $44K.
  • Vanguard Small-Cap Growth ETF made up 0.09% of Evermay Wealth Management's portfolio in Q1 2026, its #98 holding.
  • Evermay Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Evermay Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $1.04M in Q1 2022.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.