IFC & Insurance Marketing’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-7	Closed	-$2K	–	654
2025 Q4	$2K	Buy	+7	New	+$2.11K	﹤0.01%	673

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

IFC & Insurance Marketing's VBK Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 7 shares — an estimated $2K sold.

IFC & Insurance Marketing first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

IFC & Insurance Marketing reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 7 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $2K.
IFC & Insurance Marketing first reported a position in Vanguard Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Vanguard Small-Cap Growth ETF position peaked at $2K in Q4 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.