KFP
VBK icon

KMG Fiduciary Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

KMG Fiduciary Partners’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
2025
Q4 		– Sell
-890
Closed -$265K – 296
2025
Q3 		$265K Hold
890
– – 0.02% 268
2025
Q2 		$246K Hold
890
– – 0.02% 271
2025
Q1 		$224K Hold
890
– – 0.02% 275
2024
Q4 		$249K Hold
890
– – 0.02% 251
2024
Q3 		$238K Hold
890
– – 0.02% 253
2024
Q2 		$223K Hold
890
– – 0.02% 232
2024
Q1 		$232K Hold
890
– – 0.02% 224
2023
Q4 		$215K Buy
+890
New +$193K 0.03% 228
2023
Q3 		– Sell
-890
Closed -$204K – 229
2023
Q2 		$204K Buy
+890
New +$194K 0.03% 226

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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