Moloney Securities Asset Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Moloney Securities Asset 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 Q3	$215K	Hold	724	–	–	0.03%	429
2025 Q2	$200K	Sell	724 -1,574	-68%	-$405K	0.02%	444
2025 Q1	$578K	Buy	2,298 +76	+3%	+$21.1K	0.08%	234
2024 Q4	$622K	Buy	2,222 +126	+6%	+$35.6K	0.08%	236
2024 Q3	$561K	Sell	2,096 -62	-3%	-$15.9K	0.08%	265
2024 Q2	$540K	Buy	2,158 +155	+8%	+$38.7K	0.08%	256
2024 Q1	$522K	Buy	2,003 +244	+14%	+$59.9K	0.08%	256
2023 Q4	$425K	Buy	1,759 +529	+43%	+$115K	0.07%	269
2023 Q3	$263K	Buy	+1,230	New	+$280K	0.05%	335
2022 Q1	–	Sell	-768	Closed	-$217K	–	460
2021 Q4	$217K	Buy	768 +38	+5%	+$10.9K	0.04%	397
2021 Q3	$205K	Hold	730	–	–	0.04%	390
2021 Q2	$212K	Sell	730 -118	-14%	-$33K	0.04%	389
2021 Q1	$233K	Buy	+848	New	+$239K	0.05%	346

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

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

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

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Moloney Securities Asset Management's VBK Position: Q3 2025 in Review

Moloney Securities Asset Management held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q3 2025 at 724 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #429.

Moloney Securities Asset Management first reported a position in VBK in Q1 2021 and has held it in 13 quarters since. The position peaked at $622K in Q4 2024. 1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

Moloney Securities Asset Management held 724 shares of Vanguard Small-Cap Growth ETF worth $215K as of Q3 2025.
Moloney Securities Asset Management left its Vanguard Small-Cap Growth ETF share count unchanged in Q3 2025.
Vanguard Small-Cap Growth ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #429 holding.
Moloney Securities Asset Management first reported a position in Vanguard Small-Cap Growth ETF in Q1 2021 and has held it in 13 quarters since.
Moloney Securities Asset Management's Vanguard Small-Cap Growth ETF position peaked at $622K in Q4 2024.
1,110 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.