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Ground Swell Capital’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Ground Swell Capital’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
Q2 		– Sell
-2,373
Closed -$597K – 266
2025
Q1 		$597K Buy
+2,373
New +$658K 1.29% 14

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ground Swell Capital's VBK Position: Q2 2025 in Review

Ground Swell Capital sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 2,373 shares — an estimated $597K sold.

Ground Swell Capital first reported a position in VBK in Q1 2025 and held it in 1 quarter. The position peaked at $597K in Q1 2025. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Ground Swell Capital reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 2,373 Vanguard Small-Cap Growth ETF shares in Q2 2025, an estimated $597K.
  • Ground Swell Capital first reported a position in Vanguard Small-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Ground Swell Capital's Vanguard Small-Cap Growth ETF position peaked at $597K in Q1 2025.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.