Founders Grove Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Founders Grove Wealth Partners’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	$1.44M	Buy	4,752 +39	+0.8%	+$12.3K	0.33%	65
2025 Q4	$1.42M	Buy	4,713 +35	+0.7%	+$10.6K	0.32%	62
2025 Q3	$1.39M	Sell	4,678 -171	-4%	-$49.4K	0.33%	58
2025 Q2	$1.34M	Buy	4,849 +488	+11%	+$126K	0.34%	57
2025 Q1	$1.1M	Buy	4,361 +323	+8%	+$89.5K	0.31%	66
2024 Q4	$1.13M	Buy	+4,038	New	+$1.14M	0.33%	64

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

Founders Grove Wealth Partners's VBK Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.83% in Q1 2026, buying an estimated $12.3K and bringing the position to 4,752 shares worth $1.44M. The position accounts for 0.33% of the portfolio, ranked #65.

Founders Grove Wealth Partners first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Founders Grove Wealth Partners held 4,752 shares of Vanguard Small-Cap Growth ETF worth $1.44M as of Q1 2026.
Founders Grove Wealth Partners bought 39 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $12.3K.
Vanguard Small-Cap Growth ETF made up 0.33% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #65 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.