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

Hemington 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 		$425K Sell
1,431
-150
-9% -$43.3K 0.06% 89
2025
Q2 		$437K Hold
1,581
– – 0.06% 85
2025
Q1 		$398K Sell
1,581
-279
-15% -$77.3K 0.06% 83
2024
Q4 		$520K Hold
1,860
– – 0.13% 69
2024
Q3 		$496K Hold
1,860
– – 0.13% 69
2024
Q2 		$465K Sell
1,860
-289
-13% -$72.1K 0.16% 72
2024
Q1 		$561K Hold
2,149
– – 0.2% 62
2023
Q4 		$520K Sell
2,149
-16
-0.7% -$3.47K 0.2% 62
2023
Q3 		$463K Hold
2,165
– – 0.22% 57
2023
Q2 		$497K Sell
2,165
-36
-2% -$7.83K 0.2% 58
2023
Q1 		$476K Hold
2,201
– – 0.19% 57
2022
Q4 		$441K Buy
2,201
+624
+40% +$128K 0.19% 58
2022
Q3 		$308K Sell
1,577
-23
-1% -$4.94K 0.13% 70
2022
Q2 		$315K Sell
1,600
-92
-5% -$19.9K 0.13% 77
2022
Q1 		$420K Sell
1,692
-113
-6% -$27.8K 0.14% 72
2021
Q4 		$483K Buy
1,805
+73
+4% +$20.9K 0.22% 48
2021
Q3 		$485K Sell
1,732
-68
-4% -$19.5K 0.18% 59
2021
Q2 		$522K Sell
1,800
-5
-0.3% -$1.4K 0.22% 52
2021
Q1 		$496K Hold
1,805
– – 0.21% 52
2020
Q4 		$483K Buy
+1,805
New +$437K 0.22% 48

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

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

Hemington Wealth Management reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 9.5% in Q3 2025, selling an estimated $43.3K and leaving 1,431 shares worth $425K. The position accounts for 0.06% of the portfolio, ranked #89.

Hemington Wealth Management first reported a position in VBK in Q4 2020 and has held it in 20 quarters since. The position peaked at $561K in Q1 2024. 1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Hemington Wealth Management held 1,431 shares of Vanguard Small-Cap Growth ETF worth $425K as of Q3 2025.
  • Hemington Wealth Management sold 150 Vanguard Small-Cap Growth ETF shares in Q3 2025, an estimated $43.3K.
  • Vanguard Small-Cap Growth ETF made up 0.06% of Hemington Wealth Management's portfolio in Q3 2025, its #89 holding.
  • Hemington Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $561K in Q1 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.