Madison Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Madison Wealth Partners’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	–	Sell	-686	Closed	-$207K	–	230
2025 Q4	$207K	Buy	+686	New	+$207K	0.04%	194
2022 Q1	–	Sell	-760	Closed	-$214K	–	84
2021 Q4	$214K	Hold	760	–	–	0.11%	71
2021 Q3	$213K	Sell	760 -27	-3%	-$7.73K	0.12%	70
2021 Q2	$228K	Buy	+787	New	+$220K	0.13%	62

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

Madison Wealth Partners's VBK Position: Q1 2026 in Review

Madison Wealth Partners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 686 shares — an estimated $207K sold.

Madison Wealth Partners first reported a position in VBK in Q2 2021 and held it in 4 quarters. The position peaked at $228K in Q2 2021. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Madison Wealth Partners reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Madison Wealth Partners sold 686 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $207K.
Madison Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q2 2021 and held it in 4 quarters.
Madison Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $228K in Q2 2021.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.