Mission Creek Capital Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Mission Creek Capital 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
2025 Q1	–	Sell	-1,112	Closed	-$311K	–	229
2024 Q4	$311K	Sell	1,112 -46	-4%	-$13K	0.07%	190
2024 Q3	$310K	Sell	1,158 -23	-2%	-$5.89K	0.07%	186
2024 Q2	$295K	Sell	1,181 -285	-19%	-$71.1K	0.07%	177
2024 Q1	$382K	Buy	1,466 +2	+0.1%	+$491	0.1%	180
2023 Q4	$354K	Buy	1,464 +4	+0.3%	+$868	0.09%	177
2023 Q3	$313K	Sell	1,460 -2	-0.1%	-$455	0.11%	175
2023 Q2	$336K	Sell	1,462 -4	-0.3%	-$870	0.11%	178
2023 Q1	$317K	Buy	1,466 +3	+0.2%	+$648	0.11%	178
2022 Q4	$293K	Buy	+1,463	New	+$299K	0.1%	186

Other funds holding VBK

Bank of America

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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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

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

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return