Mariner
VBK icon

Mariner’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Mariner’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 		$64.2M Buy
212,492
+1,286
+0.6% +$404K 0.08% 215
2025
Q4 		$63.8M Buy
211,206
+1,789
+0.9% +$540K 0.08% 212
2025
Q3 		$62.3M Buy
209,417
+6,298
+3% +$1.82M 0.08% 207
2025
Q2 		$56.3M Buy
203,119
+6,701
+3% +$1.73M 0.08% 218
2025
Q1 		$49.5M Sell
196,418
-1,352
-0.7% -$375K 0.08% 222
2024
Q4 		$55.4M Buy
197,770
+581
+0.3% +$164K 0.09% 194
2024
Q3 		$52.7M Buy
197,189
+7,534
+4% +$1.93M 0.09% 200
2024
Q2 		$47.4M Buy
189,655
+3,263
+2% +$814K 0.09% 201
2024
Q1 		$48.6M Sell
186,392
-1,126
-0.6% -$277K 0.1% 194
2023
Q4 		$45.3M Buy
187,518
+3,650
+2% +$792K 0.11% 184
2023
Q3 		$39.4M Buy
183,868
+9,377
+5% +$2.13M 0.11% 185
2023
Q2 		$40.1M Buy
174,491
+20,318
+13% +$4.42M 0.11% 183
2023
Q1 		$33.4M Buy
154,173
+4,070
+3% +$880K 0.1% 201
2022
Q4 		$30.1M Sell
150,103
-6,887
-4% -$1.41M 0.1% 213
2022
Q3 		$30.6M Buy
156,990
+80,706
+106% +$17.3M 0.12% 175
2022
Q2 		$15M Buy
76,284
+618
+0.8% +$134K 0.06% 260
2022
Q1 		$18.8M Buy
75,666
+6,273
+9% +$1.54M 0.07% 242
2021
Q4 		$19.6M Buy
69,393
+25,472
+58% +$7.3M 0.08% 220
2021
Q3 		$12.3M Buy
43,921
+3,416
+8% +$978K 0.06% 248
2021
Q2 		$11.7M Sell
40,505
-581
-1% -$163K 0.07% 223
2021
Q1 		$11.3M Buy
41,086
+1,424
+4% +$401K 0.08% 214
2020
Q4 		$10.6M Buy
39,662
+7,676
+24% +$1.86M 0.08% 211
2020
Q3 		$6.88M Sell
31,986
-2,142
-6% -$453K 0.06% 230
2020
Q2 		$6.81M Buy
34,128
+3,273
+11% +$591K 0.07% 229
2020
Q1 		$4.68M Buy
30,855
+4,037
+15% +$749K 0.06% 244
2019
Q4 		$5.33M Buy
26,818
+1,904
+8% +$361K 0.06% 250
2019
Q3 		$4.54M Buy
24,914
+2,868
+13% +$534K 0.05% 250
2019
Q2 		$4.11M Buy
22,046
+875
+4% +$159K 0.05% 266
2019
Q1 		$3.81M Buy
21,171
+883
+4% +$152K 0.05% 272
2018
Q4 		$3.06M Buy
20,288
+2,080
+11% +$343K 0.05% 266
2018
Q3 		$3.41M Buy
18,208
+133
+0.7% +$24.5K 0.09% 209
2018
Q2 		$3.18M Buy
18,075
+811
+5% +$139K 0.09% 207
2018
Q1 		$2.83M Sell
17,264
-1,115
-6% -$184K 0.1% 174
2017
Q4 		$2.96M Buy
18,379
+800
+5% +$126K 0.11% 153
2017
Q3 		$2.68M Buy
17,579
+58
+0.3% +$8.53K 0.12% 145
2017
Q2 		$2.55M Sell
17,521
-1,043
-6% -$149K 0.12% 145
2017
Q1 		$2.61M Sell
18,564
-1,548
-8% -$214K 0.11% 159
2016
Q4 		$2.68M Buy
20,112
+15,779
+364% +$2.06M 0.12% 147
2016
Q3 		$571K Buy
4,333
+2,592
+149% +$338K 0.03% 351
2016
Q2 		$216K Buy
1,741
+30
+2% +$3.64K 0.01% 483
2016
Q1 		$204K Hold
1,711
– – 0.01% 473
2015
Q4 		$208K Hold
1,711
– – 0.01% 415
2015
Q3 		$202K Sell
1,711
-10,475
-86% -$1.35M 0.01% 484
2015
Q2 		$1.64M Buy
12,186
+10,431
+594% +$1.41M 0.08% 196
2015
Q1 		$231K Buy
1,755
+44
+3% +$5.7K 0.02% 351
2014
Q4 		$215K Hold
1,711
– – 0.02% 349
2014
Q3 		$206K Sell
1,711
-250
-13% -$31K 0.02% 313
2014
Q2 		$250K Sell
1,961
-134
-6% -$16.3K 0.03% 299
2014
Q1 		$260K Sell
2,095
-373
-15% -$46.2K 0.03% 270
2013
Q4 		$302K Buy
+2,468
New +$291K 0.04% 273

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

Mariner's VBK Position: Q1 2026 in Review

Mariner increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.61% in Q1 2026, buying an estimated $404K and bringing the position to 212,492 shares worth $64.2M. The position accounts for 0.08% of the portfolio, ranked #215.

Mariner first reported a position in VBK in Q4 2013 and has held it in 50 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Mariner held 212,492 shares of Vanguard Small-Cap Growth ETF worth $64.2M as of Q1 2026.
  • Mariner bought 1,286 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $404K.
  • Vanguard Small-Cap Growth ETF made up 0.08% of Mariner's portfolio in Q1 2026, its #215 holding.
  • Mariner first reported a position in Vanguard Small-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.