LA
VBK icon

Lane & Associates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Lane & Associates’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
Q1 		$634K Buy
2,519
+58
+2% +$16.1K 0.34% 51
2024
Q4 		$718K Sell
2,461
-10
-0.4% -$2.83K 0.37% 50
2024
Q3 		$661K Sell
2,471
-122
-5% -$31.3K 0.36% 55
2024
Q2 		$649K Buy
2,593
+97
+4% +$24.2K 0.38% 52
2024
Q1 		$651K Buy
2,496
+100
+4% +$24.6K 0.41% 55
2023
Q4 		$579K Buy
2,396
+368
+18% +$79.9K 0.42% 51
2023
Q3 		$434K Buy
2,028
+142
+8% +$32.3K 0.35% 60
2023
Q2 		$433K Buy
1,886
+56
+3% +$12.2K 0.34% 57
2023
Q1 		$396K Sell
1,830
-18
-1% -$3.89K 0.35% 55
2022
Q4 		$371K Buy
+1,848
New +$378K 0.35% 63

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 $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Lane & Associates's VBK Position: Q1 2025 in Review

Lane & Associates increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.4% in Q1 2025, buying an estimated $16.1K and bringing the position to 2,519 shares worth $634K. The position accounts for 0.34% of the portfolio, ranked #51.

Lane & Associates first reported a position in VBK in Q4 2022 and has held it in 10 quarters since. The position peaked at $718K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Lane & Associates held 2,519 shares of Vanguard Morningstar Small-Cap Growth ETF worth $634K as of Q1 2025.
  • Lane & Associates bought 58 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $16.1K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.34% of Lane & Associates's portfolio in Q1 2025, its #51 holding.
  • Lane & Associates first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's Vanguard Morningstar Small-Cap Growth ETF position peaked at $718K in Q4 2024.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.