LifePlan Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

LifePlan Investment Advisors’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	$4.5M	Sell	14,876 -271	-2%	-$85.2K	1.77%	17
2025 Q4	$4.58M	Buy	15,147 +169	+1%	+$51K	1.86%	18
2025 Q3	$4.46M	Buy	14,978 +297	+2%	+$85.7K	1.87%	17
2025 Q2	$4.07M	Sell	14,681 -51	-0.3%	-$13.1K	2.02%	16
2025 Q1	$3.71M	Buy	14,732 +39	+0.3%	+$10.8K	2.13%	17
2024 Q4	$4.11M	Sell	14,693 -735	-5%	-$208K	2.55%	11
2024 Q3	$4.13M	Buy	15,428 +850	+6%	+$218K	2.64%	10
2024 Q2	$3.65M	Buy	14,578 +576	+4%	+$144K	2.63%	11
2024 Q1	$3.65M	Buy	14,002 +5,061	+57%	+$1.24M	2.91%	9
2023 Q4	$2.16M	Buy	8,941 +170	+2%	+$36.9K	1.98%	19
2023 Q3	$1.88M	Sell	8,771 -74	-0.8%	-$16.8K	2%	20
2023 Q2	$2.03M	Buy	+8,845	New	+$1.92M	2.27%	20

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

LifePlan Investment Advisors's VBK Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 1.8% in Q1 2026, selling an estimated $85.2K and leaving 14,876 shares worth $4.5M. The position accounts for 1.77% of the portfolio, ranked #17.

LifePlan Investment Advisors first reported a position in VBK in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.58M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

LifePlan Investment Advisors held 14,876 shares of Vanguard Small-Cap Growth ETF worth $4.5M as of Q1 2026.
LifePlan Investment Advisors sold 271 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $85.2K.
Vanguard Small-Cap Growth ETF made up 1.77% of LifePlan Investment Advisors's portfolio in Q1 2026, its #17 holding.
LifePlan Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's Vanguard Small-Cap Growth ETF position peaked at $4.58M in Q4 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.