Janney Montgomery Scott
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Janney Montgomery Scott’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Janney Montgomery Scott’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 		$10.7M Buy
35,397
+1,198
+4% +$377K 0.03% 556
2025
Q4 		$10.3M Sell
34,199
-3,063
-8% -$924K 0.02% 610
2025
Q3 		$11.1M Sell
37,262
-3,323
-8% -$959K 0.03% 568
2025
Q2 		$11.2M Sell
40,585
-11,479
-22% -$2.96M 0.03% 519
2025
Q1 		$13.1M Sell
52,064
-6,157
-11% -$1.71M 0.04% 444
2024
Q4 		$16.3M Buy
58,221
+4,078
+8% +$1.15M 0.05% 399
2024
Q3 		$14.5M Buy
54,143
+3,308
+7% +$848K 0.04% 430
2024
Q2 		$12.7M Sell
50,835
-964
-2% -$241K 0.04% 433
2024
Q1 		$13.5M Buy
51,799
+3,124
+6% +$767K 0.04% 436
2023
Q4 		$11.8M Buy
48,675
+26,997
+125% +$5.86M 0.04% 449
2023
Q3 		$4.64M Buy
21,678
+1,958
+10% +$445K 0.02% 698
2023
Q2 		$4.53M Buy
19,720
+4,813
+32% +$1.05M 0.02% 736
2023
Q1 		$3.23M Sell
14,907
-795
-5% -$172K 0.01% 786
2022
Q4 		$3.15M Buy
15,702
+1,556
+11% +$318K 0.01% 827
2022
Q3 		$2.76M Buy
14,146
+714
+5% +$153K 0.01% 836
2022
Q2 		$2.71M Buy
13,432
+4
+0% +$867 0.01% 801
2022
Q1 		$3.33M Buy
13,428
+1,119
+9% +$276K 0.01% 717
2021
Q4 		$3.47M Sell
12,309
-12,406
-50% -$3.56M 0.01% 759
2021
Q3 		$6.92M Buy
24,715
+13,754
+125% +$3.94M 0.03% 496
2021
Q2 		$3.18M Buy
10,961
+1,166
+12% +$326K 0.01% 749
2021
Q1 		$2.69M Sell
9,795
-324
-3% -$91.3K 0.01% 766
2020
Q4 		$2.71M Buy
10,119
+1,641
+19% +$397K 0.01% 752
2020
Q3 		$1.82M Buy
8,478
+156
+2% +$33K 0.01% 832
2020
Q2 		$1.66M Sell
8,322
-2,045
-20% -$369K 0.01% 834
2020
Q1 		$1.56M Sell
10,367
-21,305
-67% -$3.95M 0.01% 788
2019
Q4 		$6.29M Sell
31,672
-24,583
-44% -$4.66M 0.04% 385
2019
Q3 		$10.2M Sell
56,255
-5,218
-8% -$972K 0.07% 271
2019
Q2 		$11.4M Sell
61,473
-4,913
-7% -$894K 0.09% 249
2019
Q1 		$11.9M Sell
66,386
-1,675
-2% -$288K 0.1% 234
2018
Q4 		$10.2M Buy
68,061
+8,456
+14% +$1.39M 0.1% 224
2018
Q3 		$11.2M Buy
59,605
+46,328
+349% +$8.52M 0.1% 233
2018
Q2 		$2.33M Buy
13,277
+1,072
+9% +$184K 0.02% 618
2018
Q1 		$2M Buy
12,205
+1,854
+18% +$306K 0.02% 651
2017
Q4 		$1.67M Buy
10,351
+6
+0.1% +$943 0.02% 722
2017
Q3 		$1.58M Sell
10,345
-530
-5% -$77.9K 0.02% 718
2017
Q2 		$1.58M Buy
10,875
+145
+1% +$20.8K 0.02% 664
2017
Q1 		$1.51M Buy
10,730
+1,007
+10% +$139K 0.02% 673
2016
Q4 		$1.29M Buy
9,723
+447
+5% +$58.4K 0.02% 668
2016
Q3 		$1.22M Sell
9,276
-8,176
-47% -$1.06M 0.02% 580
2016
Q2 		$2.16M Buy
17,452
+9,050
+108% +$1.1M 0.04% 273
2016
Q1 		$1M Buy
8,402
+45
+0.5% +$5.01K 0.03% 523
2015
Q4 		$1.01M Sell
8,357
-229
-3% -$28.2K 0.03% 547
2015
Q3 		$1.01M Sell
8,586
-235
-3% -$30.4K 0.03% 529
2015
Q2 		$1.18M Buy
8,821
+283
+3% +$38.1K 0.02% 693
2015
Q1 		$1.13M Sell
8,538
-51
-0.6% -$6.6K 0.02% 841
2014
Q4 		$1.08M Buy
8,589
+35
+0.4% +$4.3K 0.02% 832
2014
Q3 		$1.03M Buy
8,554
+1,901
+29% +$236K 0.02% 830
2014
Q2 		$848K Sell
6,653
-3,829
-37% -$464K 0.02% 912
2014
Q1 		$1.3M Sell
10,482
-216
-2% -$26.8K 0.03% 635
2013
Q4 		$1.31M Buy
10,698
+1,715
+19% +$202K 0.03% 602
2013
Q3 		$1.03M Buy
+8,983
New +$992K 0.03% 637

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

Janney Montgomery Scott's VBK Position: Q1 2026 in Review

Janney Montgomery Scott increased its Vanguard Small-Cap Growth ETF (VBK) stake by 3.5% in Q1 2026, buying an estimated $377K and bringing the position to 35,397 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #556.

Janney Montgomery Scott first reported a position in VBK in Q3 2013 and has held it in 51 quarters since. The position peaked at $16.3M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Janney Montgomery Scott held 35,397 shares of Vanguard Small-Cap Growth ETF worth $10.7M as of Q1 2026.
  • Janney Montgomery Scott bought 1,198 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $377K.
  • Vanguard Small-Cap Growth ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #556 holding.
  • Janney Montgomery Scott first reported a position in Vanguard Small-Cap Growth ETF in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's Vanguard Small-Cap Growth ETF position peaked at $16.3M in Q4 2024.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.