Galvin Gaustad & Stein’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Galvin Gaustad & Stein’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	$281K	Hold	930	–	–	0.02%	220
2025 Q4	$281K	Hold	930	–	–	0.02%	218
2025 Q3	$277K	Buy	930 +66	+8%	+$19.1K	0.02%	179
2025 Q2	$239K	Hold	864	–	–	0.02%	178
2025 Q1	$218K	Hold	864	–	–	0.02%	174
2024 Q4	$242K	Hold	864	–	–	0.02%	174
2024 Q3	$231K	Hold	864	–	–	0.02%	173
2024 Q2	$216K	Hold	864	–	–	0.02%	175
2024 Q1	$225K	Hold	864	–	–	0.02%	173
2023 Q4	$209K	Buy	+864	New	+$188K	0.02%	177
2022 Q2	–	Sell	-867	Closed	-$215K	–	177
2022 Q1	$215K	Sell	867 -220	-20%	-$54.2K	0.02%	164
2021 Q4	$306K	Hold	1,087	–	–	0.03%	147
2021 Q3	$305K	Hold	1,087	–	–	0.03%	151
2021 Q2	$315K	Sell	1,087 -220	-17%	-$61.5K	0.03%	157
2021 Q1	$359K	Buy	1,307 +440	+51%	+$124K	0.04%	148
2020 Q4	$232K	Buy	+867	New	+$210K	0.02%	175

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

Galvin Gaustad & Stein's VBK Position: Q1 2026 in Review

Galvin Gaustad & Stein held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 930 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #220.

Galvin Gaustad & Stein first reported a position in VBK in Q4 2020 and has held it in 16 quarters since. The position peaked at $359K in Q1 2021. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Galvin Gaustad & Stein held 930 shares of Vanguard Small-Cap Growth ETF worth $281K as of Q1 2026.
Galvin Gaustad & Stein left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #220 holding.
Galvin Gaustad & Stein first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and has held it in 16 quarters since.
Galvin Gaustad & Stein's Vanguard Small-Cap Growth ETF position peaked at $359K in Q1 2021.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.