IAG Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

IAG Wealth Partners’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	$74.7K	Hold	247	–	–	0.01%	183
2025 Q4	$74.6K	Buy	247 +86	+53%	+$25.9K	0.01%	181
2025 Q3	$47.9K	Hold	161	–	–	0.01%	216
2025 Q2	$44.6K	Hold	161	–	–	0.01%	207
2025 Q1	$40.5K	Hold	161	–	–	0.01%	214
2024 Q4	$45.1K	Hold	161	–	–	0.01%	199
2024 Q3	$43K	Hold	161	–	–	0.01%	201
2024 Q2	$40.3K	Hold	161	–	–	0.01%	197
2024 Q1	$42K	Hold	161	–	–	0.01%	181
2023 Q4	$38.9K	Hold	161	–	–	0.01%	177
2023 Q3	$34.5K	Hold	161	–	–	0.01%	173
2023 Q2	$37K	Buy	161 +81	+101%	+$17.6K	0.01%	181
2023 Q1	$17.3K	Hold	80	–	–	﹤0.01%	238
2022 Q4	$16K	Hold	80	–	–	﹤0.01%	237
2022 Q3	$16K	Hold	80	–	–	0.01%	228
2022 Q2	$16K	Hold	80	–	–	0.01%	228
2022 Q1	$20K	Hold	80	–	–	0.01%	225
2021 Q4	$23K	Hold	80	–	–	0.01%	210
2021 Q3	$23K	Hold	80	–	–	0.01%	192
2021 Q2	$24K	Buy	+80	New	+$22.4K	0.01%	180

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

IAG Wealth Partners's VBK Position: Q1 2026 in Review

IAG Wealth Partners held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 247 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #183.

IAG Wealth Partners first reported a position in VBK in Q2 2021 and has held it in 20 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

IAG Wealth Partners held 247 shares of Vanguard Small-Cap Growth ETF worth $74.7K as of Q1 2026.
IAG Wealth Partners left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #183 holding.
IAG Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.