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

Keyvantage Wealth’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	$475K	Sell	1,570 -774	-33%	-$243K	0.21%	64
2025 Q4	$708K	Sell	2,344 -235	-9%	-$70.9K	0.3%	48
2025 Q3	$768K	Buy	2,579 +4	+0.2%	+$1.16K	0.32%	41
2025 Q2	$713K	Hold	2,575	–	–	0.32%	42
2025 Q1	$648K	Buy	2,575 +3	+0.1%	+$831	0.32%	46
2024 Q4	$720K	Buy	+2,572	New	+$727K	0.51%	36

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

Keyvantage Wealth's VBK Position: Q1 2026 in Review

Keyvantage Wealth reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 33% in Q1 2026, selling an estimated $243K and leaving 1,570 shares worth $475K. The position accounts for 0.21% of the portfolio, ranked #64.

Keyvantage Wealth first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. The position peaked at $768K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Keyvantage Wealth held 1,570 shares of Vanguard Small-Cap Growth ETF worth $475K as of Q1 2026.
Keyvantage Wealth sold 774 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $243K.
Vanguard Small-Cap Growth ETF made up 0.21% of Keyvantage Wealth's portfolio in Q1 2026, its #64 holding.
Keyvantage Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Vanguard Small-Cap Growth ETF position peaked at $768K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.