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

FSA 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
2025
Q3 		$70.2K Buy
+236
New +$68.1K 0.03% 128

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

FSA Wealth Management's VBK Position: Q3 2025 in Review

FSA Wealth Management opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q3 2025: 236 shares worth $70.2K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings.

1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • FSA Wealth Management held 236 shares of Vanguard Small-Cap Growth ETF worth $70.2K as of Q3 2025.
  • Vanguard Small-Cap Growth ETF was a new FSA Wealth Management position in Q3 2025.
  • Vanguard Small-Cap Growth ETF made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #128 holding.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.