IA
VBK icon

IFG Advisory’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

IFG Advisory’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 		$15.1K Sell
50
-1,963
-98% -$617K 0.04% 224
2025
Q4 		$608K Buy
2,013
+154
+8% +$46.5K 0.03% 462
2025
Q3 		$553K Sell
1,859
-70
-4% -$20.2K 0.03% 476
2025
Q2 		$534K Buy
1,929
+169
+10% +$43.5K 0.03% 456
2025
Q1 		$443K Sell
1,760
-19
-1% -$5.26K 0.02% 462
2024
Q4 		$498K Buy
+1,779
New +$503K 0.03% 418
2024
Q3 		– Sell
-1,801
Closed -$451K – 611
2024
Q2 		$451K Buy
+1,801
New +$449K 0.03% 422
2024
Q1 		– Sell
-1,866
Closed -$451K – 574
2023
Q4 		$451K Buy
1,866
+115
+7% +$25K 0.03% 381
2023
Q3 		$375K Buy
+1,751
New +$398K 0.03% 396
2023
Q2 		– Sell
-1,532
Closed -$332K – 494
2023
Q1 		$332K Sell
1,532
-70
-4% -$15.1K 0.03% 391
2022
Q4 		$321K Sell
1,602
-2,827
-64% -$578K 0.03% 386
2022
Q3 		$864K Buy
4,429
+2,910
+192% +$625K 0.08% 229
2022
Q2 		$299K Sell
1,519
-34
-2% -$7.37K 0.03% 380
2022
Q1 		$385K Hold
1,553
– – 0.04% 351
2021
Q4 		$437K Sell
1,553
-90
-5% -$25.8K 0.04% 331
2021
Q3 		$460K Hold
1,643
– – 0.05% 311
2021
Q2 		$476K Buy
1,643
+78
+5% +$21.8K 0.05% 299
2021
Q1 		$429K Sell
1,565
-8
-0.5% -$2.25K 0.05% 329
2020
Q4 		$421K Sell
1,573
-70
-4% -$16.9K 0.06% 291
2020
Q3 		$353K Buy
1,643
+1
+0.1% +$211 0.06% 295
2020
Q2 		$327K Sell
1,642
-110
-6% -$19.9K 0.06% 293
2020
Q1 		$263K Buy
1,752
+276
+19% +$51.2K 0.06% 295
2019
Q4 		$293K Sell
1,476
-45
-3% -$8.54K 0.05% 316
2019
Q3 		$276K Buy
+1,521
New +$283K 0.05% 323
2019
Q2 		– Sell
-4,001
Closed -$607K – 366
2019
Q1 		$607K Buy
+4,001
New +$687K 0.12% 172

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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

IFG Advisory's VBK Position: Q1 2026 in Review

IFG Advisory reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 98% in Q1 2026, selling an estimated $617K and leaving 50 shares worth $15.1K. The position accounts for 0.04% of the portfolio, ranked #224.

IFG Advisory first reported a position in VBK in Q1 2019 and has held it in 25 quarters since. The position peaked at $864K in Q3 2022. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • IFG Advisory held 50 shares of Vanguard Small-Cap Growth ETF worth $15.1K as of Q1 2026.
  • IFG Advisory sold 1,963 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $617K.
  • Vanguard Small-Cap Growth ETF made up 0.04% of IFG Advisory's portfolio in Q1 2026, its #224 holding.
  • IFG Advisory first reported a position in Vanguard Small-Cap Growth ETF in Q1 2019 and has held it in 25 quarters since.
  • IFG Advisory's Vanguard Small-Cap Growth ETF position peaked at $864K in Q3 2022.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.