Forvis Mazars Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Forvis Mazars Wealth 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	–	Sell	-668	Closed	-$202K	–	415
2025 Q4	$202K	Buy	+668	New	+$202K	﹤0.01%	401
2020 Q2	–	Sell	-1,688	Closed	-$254K	–	317
2020 Q1	$254K	Hold	1,688	–	–	0.02%	245
2019 Q4	$335K	Hold	1,688	–	–	0.02%	230
2019 Q3	$307K	Buy	+1,688	New	+$314K	0.02%	220

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

Forvis Mazars Wealth Advisors's VBK Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 668 shares — an estimated $202K sold.

Forvis Mazars Wealth Advisors first reported a position in VBK in Q3 2019 and held it in 4 quarters. The position peaked at $335K in Q4 2019. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 668 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $202K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q3 2019 and held it in 4 quarters.
Forvis Mazars Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $335K in Q4 2019.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.