Macroview Investment Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Macroview Investment 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
2026 Q1	$274K	Sell	905 -4	-0.4%	-$1.26K	0.19%	83
2025 Q4	$275K	Sell	909 -2,569	-74%	-$775K	0.19%	84
2025 Q3	$1.04M	Sell	3,478 -568	-14%	-$164K	0.77%	37
2025 Q2	$1.12M	Buy	4,046 +59	+1%	+$15.2K	0.91%	35
2025 Q1	$1M	Buy	3,987 +874	+28%	+$242K	0.94%	35
2024 Q4	$872K	Buy	3,113 +80	+3%	+$22.6K	0.88%	31
2024 Q3	$811K	Buy	3,033 +124	+4%	+$31.8K	0.79%	31
2024 Q2	$728K	Buy	2,909 +1,268	+77%	+$316K	0.77%	33
2024 Q1	$428K	Buy	1,641 +753	+85%	+$185K	0.47%	49
2023 Q4	$215K	Buy	888 +824	+1,288%	+$179K	0.25%	67
2023 Q3	$13.7K	Buy	+64	New	+$14.5K	0.02%	197

Other funds holding VBK

Bank of America

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

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