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Jeppson Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Jeppson Wealth Management’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 		$390K Buy
1,289
+2
+0.2% +$629 0.12% 151
2025
Q4 		$389K Buy
1,287
+3
+0.2% +$905 0.12% 145
2025
Q3 		$382K Buy
1,284
+2
+0.2% +$577 0.12% 149
2025
Q2 		$355K Hold
1,282
– – 0.12% 147
2025
Q1 		$323K Buy
1,282
+1
+0.1% +$277 0.12% 149
2024
Q4 		$359K Sell
1,281
-38
-3% -$10.7K 0.13% 139
2024
Q3 		$353K Buy
1,319
+3
+0.2% +$769 0.13% 149
2024
Q2 		$329K Sell
1,316
-4
-0.3% -$998 0.13% 150
2024
Q1 		$344K Buy
1,320
+2
+0.2% +$491 0.13% 151
2023
Q4 		$319K Sell
1,318
-292
-18% -$63.4K 0.13% 150
2023
Q3 		$345K Buy
1,610
+2
+0.1% +$455 0.16% 132
2023
Q2 		$369K Buy
1,608
+3
+0.2% +$653 0.16% 128
2023
Q1 		$347K Buy
1,605
+2
+0.1% +$432 0.15% 132
2022
Q4 		$321K Buy
1,603
+3
+0.2% +$614 0.14% 143
2022
Q3 		$312K Buy
1,600
+3
+0.2% +$644 0.14% 133
2022
Q2 		$315K Buy
1,597
+2
+0.1% +$434 0.14% 136
2022
Q1 		$395K Hold
1,595
– – 0.18% 110
2021
Q4 		$450K Sell
1,595
-8
-0.5% -$2.29K 0.22% 95
2021
Q3 		$449K Buy
1,603
+1
+0.1% +$286 0.23% 93
2021
Q2 		$464K Buy
1,602
+5
+0.3% +$1.4K 0.25% 88
2021
Q1 		$438K Buy
1,597
+1
+0.1% +$282 0.26% 88
2020
Q4 		$427K Buy
1,596
+5
+0.3% +$1.21K 0.28% 83
2020
Q3 		$342K Buy
+1,591
New +$336K 0.27% 86

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

Jeppson Wealth Management's VBK Position: Q1 2026 in Review

Jeppson Wealth Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.16% in Q1 2026, buying an estimated $629 and bringing the position to 1,289 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #151.

Jeppson Wealth Management first reported a position in VBK in Q3 2020 and has held it in 23 quarters since. The position peaked at $464K in Q2 2021. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Jeppson Wealth Management held 1,289 shares of Vanguard Small-Cap Growth ETF worth $390K as of Q1 2026.
  • Jeppson Wealth Management bought 2 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $629.
  • Vanguard Small-Cap Growth ETF made up 0.12% of Jeppson Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $464K in Q2 2021.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.