Mascoma Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Mascoma Wealth 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 Q2	–	Sell	-82	Closed	-$20.6K	–	502
2025 Q1	$20.6K	Hold	82	–	–	0.01%	260
2024 Q4	$23K	Buy	+82	New	+$23.2K	0.01%	264
2023 Q2	–	Sell	-146	Closed	-$31.2K	–	673
2023 Q1	$31.2K	Hold	146	–	–	0.01%	285
2022 Q4	$29.2K	Buy	146 +1	+0.7%	+$205	0.01%	294
2022 Q3	$28K	Hold	145	–	–	0.01%	299
2022 Q2	$29K	Hold	145	–	–	0.01%	306
2022 Q1	$36K	Hold	145	–	–	0.01%	309
2021 Q4	$41K	Hold	145	–	–	0.01%	247
2021 Q3	$41K	Buy	+145	New	+$41.5K	0.02%	227
2021 Q2	–	Sell	-145	Closed	-$40K	–	410
2021 Q1	$40K	Buy	+145	New	+$40.9K	0.02%	235

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return