Five Pine Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Five Pine 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	$218K	Sell	722 -2	-0.3%	-$629	0.14%	46
2025 Q4	$219K	Sell	724 -2	-0.3%	-$603	0.14%	40
2025 Q3	$216K	Sell	726 -16	-2%	-$4.62K	0.15%	40
2025 Q2	$205K	Buy	+742	New	+$191K	0.15%	40
2025 Q1	–	Sell	-771	Closed	-$216K	–	39
2024 Q4	$216K	Buy	+771	New	+$218K	0.18%	37

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Five Pine Wealth Management's VBK Position: Q1 2026 in Review

Five Pine Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.28% in Q1 2026, selling an estimated $629 and leaving 722 shares worth $218K. The position accounts for 0.14% of the portfolio, ranked #46.

Five Pine Wealth Management first reported a position in VBK in Q4 2024 and has held it in 5 quarters since. The position peaked at $219K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Five Pine Wealth Management held 722 shares of Vanguard Small-Cap Growth ETF worth $218K as of Q1 2026.
Five Pine Wealth Management sold 2 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $629.
Vanguard Small-Cap Growth ETF made up 0.14% of Five Pine Wealth Management's portfolio in Q1 2026, its #46 holding.
Five Pine Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Five Pine Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $219K in Q4 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.