LWANC
VBK icon

Laurel Wealth Advisors (North Carolina)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-33
Closed -$9.97K – 629
2025
Q4 		$9.97K Buy
+33
New +$9.96K ﹤0.01% 483
2025
Q2 		– Sell
-33
Closed -$8.31K – 647
2025
Q1 		$8.31K Hold
33
– – ﹤0.01% 491
2024
Q4 		$9.24K Hold
33
– – ﹤0.01% 495
2024
Q3 		$8.82K Buy
+33
New +$8.46K ﹤0.01% 470

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

Laurel Wealth Advisors (North Carolina)'s VBK Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 33 shares — an estimated $9.97K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VBK in Q3 2024 and held it in 4 quarters. The position peaked at $9.97K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 33 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $9.97K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Small-Cap Growth ETF in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Small-Cap Growth ETF position peaked at $9.97K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.