Florida Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Florida Financial Advisors’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	$306K	Sell	1,011 -400	-28%	-$126K	0.07%	246
2025 Q4	$427K	Sell	1,411 -112	-7%	-$33.8K	0.12%	162
2025 Q3	$454K	Sell	1,523 -46	-3%	-$13.3K	0.14%	158
2025 Q2	$435K	Buy	1,569 +260	+20%	+$67K	0.14%	157
2025 Q1	$330K	Sell	1,309 -519	-28%	-$144K	0.13%	161
2024 Q4	$512K	Buy	1,828 +374	+26%	+$106K	0.23%	89
2024 Q3	$389K	Buy	1,454 +623	+75%	+$160K	0.2%	98
2024 Q2	$208K	Sell	831 -42	-5%	-$10.5K	0.12%	140
2024 Q1	$228K	Sell	873 -544	-38%	-$134K	0.17%	108
2023 Q4	$343K	Buy	+1,417	New	+$308K	0.32%	58

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

Florida Financial Advisors's VBK Position: Q1 2026 in Review

Florida Financial Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 28% in Q1 2026, selling an estimated $126K and leaving 1,011 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #246.

Florida Financial Advisors first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $512K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Florida Financial Advisors held 1,011 shares of Vanguard Small-Cap Growth ETF worth $306K as of Q1 2026.
Florida Financial Advisors sold 400 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $126K.
Vanguard Small-Cap Growth ETF made up 0.07% of Florida Financial Advisors's portfolio in Q1 2026, its #246 holding.
Florida Financial Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's Vanguard Small-Cap Growth ETF position peaked at $512K in Q4 2024.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.