Garrison Point Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Garrison Point 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
2025 Q1	–	Sell	-755	Closed	-$211K	–	165
2024 Q4	$211K	Hold	755	–	–	0.1%	155
2024 Q3	$202K	Buy	+755	New	+$193K	0.12%	143
2022 Q2	–	Sell	-855	Closed	-$212K	–	153
2022 Q1	$212K	Hold	855	–	–	0.15%	147
2021 Q4	$241K	Hold	855	–	–	0.16%	140
2021 Q3	$240K	Hold	855	–	–	0.17%	134
2021 Q2	$248K	Hold	855	–	–	0.18%	131
2021 Q1	$235K	Hold	855	–	–	0.18%	128
2020 Q4	$229K	Buy	+855	New	+$207K	0.18%	128

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Garrison Point Advisors's VBK Position: Q1 2025 in Review

Garrison Point Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 755 shares — an estimated $211K sold.

Garrison Point Advisors first reported a position in VBK in Q4 2020 and held it in 8 quarters. The position peaked at $248K in Q2 2021. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

Garrison Point Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Garrison Point Advisors sold 755 Vanguard Small-Cap Growth ETF shares in Q1 2025, an estimated $211K.
Garrison Point Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and held it in 8 quarters.
Garrison Point Advisors's Vanguard Small-Cap Growth ETF position peaked at $248K in Q2 2021.
1,077 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2025.

Based on Garrison Point Advisors's 13F filing for Q1 2025, filed 13 May 2025.