Independent Advisor Alliance’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Independent Advisor Alliance’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	$3.33M	Buy	+11,027	New	+$3.47M	0.04%	412
2025 Q1	–	Sell	-7,583	Closed	-$2.12M	–	1334
2024 Q4	$2.12M	Buy	+7,583	New	+$2.14M	0.03%	493
2020 Q1	–	Sell	-9,138	Closed	-$1.82M	–	831
2019 Q4	$1.82M	Buy	+9,138	New	+$1.73M	0.08%	257
2017 Q2	–	Sell	-1,894	Closed	-$262K	–	394
2017 Q1	$262K	Buy	+1,894	New	+$262K	0.04%	333

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

Independent Advisor Alliance's VBK Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q1 2026: 11,027 shares worth $3.33M. The stake represents 0.04% of the portfolio and ranks #412 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VBK as recently as Q4 2024.

Independent Advisor Alliance first reported a position in VBK in Q1 2017 and has held it in 4 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Independent Advisor Alliance held 11,027 shares of Vanguard Small-Cap Growth ETF worth $3.33M as of Q1 2026.
Vanguard Small-Cap Growth ETF was a new Independent Advisor Alliance position in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #412 holding.
Independent Advisor Alliance first reported a position in Vanguard Small-Cap Growth ETF in Q1 2017 and has held it in 4 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.