Integrity Wealth Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Integrity Wealth Solutions’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	$2.4M	Buy	7,941 +57	+0.7%	+$17.9K	0.94%	35
2025 Q4	$2.38M	Buy	7,884 +67	+0.9%	+$20.2K	0.94%	34
2025 Q3	$2.33M	Buy	7,817 +130	+2%	+$37.5K	1.04%	32
2025 Q2	$2.13M	Sell	7,687 -415	-5%	-$107K	1.04%	34
2025 Q1	$2.04M	Buy	8,102 +931	+13%	+$258K	1.11%	30
2024 Q4	$2.01M	Sell	7,171 -343	-5%	-$97K	1.13%	32
2024 Q3	$2.01M	Buy	7,514 +22	+0.3%	+$5.64K	1.17%	28
2024 Q2	$1.88M	Buy	7,492 +186	+3%	+$46.4K	1.22%	29
2024 Q1	$1.9M	Buy	7,306 +84	+1%	+$20.6K	1.24%	32
2023 Q4	$1.75M	Buy	+7,222	New	+$1.57M	1.21%	31

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

Integrity Wealth Solutions's VBK Position: Q1 2026 in Review

Integrity Wealth Solutions increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.72% in Q1 2026, buying an estimated $17.9K and bringing the position to 7,941 shares worth $2.4M. The position accounts for 0.94% of the portfolio, ranked #35.

Integrity Wealth Solutions first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Integrity Wealth Solutions held 7,941 shares of Vanguard Small-Cap Growth ETF worth $2.4M as of Q1 2026.
Integrity Wealth Solutions bought 57 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $17.9K.
Vanguard Small-Cap Growth ETF made up 0.94% of Integrity Wealth Solutions's portfolio in Q1 2026, its #35 holding.
Integrity Wealth Solutions first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.