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Legacy Investment Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Legacy Investment Solutions’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
Q2 		$9.14K Buy
+33
New +$8.5K ﹤0.01% 330
2024
Q4 		$9.58K Sell
33
-51
-61% -$14.4K 0.01% 296
2024
Q3 		$24.3K Buy
+84
New +$21.5K 0.01% 193

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Legacy Investment Solutions's VBK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2025: 33 shares worth $9.14K. The stake represents ﹤0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in VBK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in VBK in Q3 2024 and has held it in 3 quarters since. The position peaked at $24.3K in Q3 2024. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Legacy Investment Solutions held 33 shares of Vanguard Small-Cap Growth ETF worth $9.14K as of Q2 2025.
  • Vanguard Small-Cap Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #330 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Small-Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Vanguard Small-Cap Growth ETF position peaked at $24.3K in Q3 2024.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.