Laffer Tengler Investments’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Laffer Tengler Investments’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	–	Sell	-667	Closed	-$202K	–	200
2025 Q4	$202K	Buy	+667	New	+$201K	0.03%	178
2024 Q1	–	Sell	-2	Closed	-$484	–	501
2023 Q4	$484	Buy	+2	New	+$434	﹤0.01%	413
2021 Q2	–	Sell	-806	Closed	-$221K	–	396
2021 Q1	$221K	Buy	+806	New	+$227K	0.08%	147

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

Laffer Tengler Investments's VBK Position: Q1 2026 in Review

Laffer Tengler Investments sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 667 shares — an estimated $202K sold.

Laffer Tengler Investments first reported a position in VBK in Q1 2021 and held it in 3 quarters. The position peaked at $221K in Q1 2021. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Laffer Tengler Investments reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Laffer Tengler Investments sold 667 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $202K.
Laffer Tengler Investments first reported a position in Vanguard Small-Cap Growth ETF in Q1 2021 and held it in 3 quarters.
Laffer Tengler Investments's Vanguard Small-Cap Growth ETF position peaked at $221K in Q1 2021.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.