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Legacy Wealth Management (Idaho)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Legacy Wealth Management (Idaho)’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 		$111K Buy
367
+10
+3% +$3.14K 0.06% 164
2025
Q4 		$108K Buy
357
+324
+982% +$97.7K 0.05% 138
2025
Q3 		$9.82K Hold
33
– – ﹤0.01% 348
2025
Q2 		$9.14K Hold
33
– – ﹤0.01% 330
2025
Q1 		$8.31K Hold
33
– – 0.01% 364
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
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

Legacy Wealth Management (Idaho)'s VBK Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Small-Cap Growth ETF (VBK) stake by 2.8% in Q1 2026, buying an estimated $3.14K and bringing the position to 367 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #164.

Legacy Wealth Management (Idaho) first reported a position in VBK in Q3 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 367 shares of Vanguard Small-Cap Growth ETF worth $111K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 10 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $3.14K.
  • Vanguard Small-Cap Growth ETF made up 0.06% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #164 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Small-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.