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Logan Capital Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Logan Capital Management’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
Q4 		– Sell
-279
Closed -$83K – 463
2025
Q3 		$83K Buy
279
+3
+1% +$866 ﹤0.01% 296
2025
Q2 		$76.4K Sell
276
-141
-34% -$36.3K ﹤0.01% 295
2025
Q1 		$105K Sell
417
-115
-22% -$31.9K ﹤0.01% 307
2024
Q4 		$149K Hold
532
– – 0.01% 301
2024
Q3 		$142K Hold
532
– – 0.01% 303
2024
Q2 		$133K Hold
532
– – 0.01% 302
2024
Q1 		$139K Hold
532
– – 0.01% 300
2023
Q4 		$129K Hold
532
– – 0.01% 314
2023
Q3 		$114K Hold
532
– – 0.01% 311
2023
Q2 		$122K Hold
532
– – 0.01% 302
2023
Q1 		$115K Hold
532
– – 0.01% 312
2022
Q4 		$107K Hold
532
– – 0.01% 312
2022
Q3 		$104K Buy
532
+256
+93% +$54.9K 0.01% 301
2022
Q2 		$54K Buy
276
+31
+13% +$6.72K ﹤0.01% 346
2022
Q1 		$61K Buy
245
+25
+11% +$6.16K ﹤0.01% 349
2021
Q4 		$62K Hold
220
– – ﹤0.01% 351
2021
Q3 		$62K Hold
220
– – ﹤0.01% 343
2021
Q2 		$64K Hold
220
– – ﹤0.01% 339
2021
Q1 		$60K Buy
+220
New +$62K ﹤0.01% 330

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
AF
Align Financial Hermantown, Minnesota $176M AUM
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

Logan Capital Management's VBK Position: Q4 2025 in Review

Logan Capital Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 279 shares — an estimated $83K sold.

Logan Capital Management first reported a position in VBK in Q1 2021 and held it in 19 quarters. The position peaked at $149K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Logan Capital Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 279 Vanguard Small-Cap Growth ETF shares in Q4 2025, an estimated $83K.
  • Logan Capital Management first reported a position in Vanguard Small-Cap Growth ETF in Q1 2021 and held it in 19 quarters.
  • Logan Capital Management's Vanguard Small-Cap Growth ETF position peaked at $149K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.