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Moneta Group Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Moneta Group Investment Advisors’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 		$162M Buy
536,196
+29,351
+6% +$9.22M 1.22% 19
2025
Q4 		$153M Buy
506,845
+646
+0.1% +$195K 1.16% 20
2025
Q3 		$151M Buy
506,199
+4,041
+0.8% +$1.17M 1.2% 20
2025
Q2 		$139M Buy
502,158
+11,775
+2% +$3.03M 1.66% 19
2025
Q1 		$123M Buy
490,383
+4,781
+1% +$1.32M 1.7% 17
2024
Q4 		$136M Buy
485,602
+16,558
+4% +$4.68M 1.91% 14
2024
Q3 		$125M Buy
469,044
+21,067
+5% +$5.4M 1.82% 16
2024
Q2 		$112M Buy
447,977
+194
+0% +$48.4K 1.79% 16
2024
Q1 		$117M Buy
447,783
+129,486
+41% +$31.8M 1.9% 13
2023
Q4 		$77M Buy
318,297
+41,986
+15% +$9.11M 1.52% 15
2023
Q3 		$59.2M Buy
276,311
+13,982
+5% +$3.18M 1.34% 18
2023
Q2 		$60.3M Buy
262,329
+32,105
+14% +$6.98M 1.33% 20
2023
Q1 		$49.8M Buy
230,224
+73,248
+47% +$15.8M 1.2% 24
2022
Q4 		$35.2M Buy
156,976
+17,602
+13% +$3.6M 0.96% 26
2022
Q3 		$27.2M Sell
139,374
-27,321
-16% -$5.86M 1.04% 25
2022
Q2 		$32.8M Buy
166,695
+72,700
+77% +$15.8M 1.12% 23
2022
Q1 		$23.3M Buy
93,995
+13,886
+17% +$3.42M 0.92% 31
2021
Q4 		$22.6M Buy
80,109
+7,111
+10% +$2.04M 0.92% 30
2021
Q3 		$20.5M Buy
72,998
+14,604
+25% +$4.18M 0.94% 32
2021
Q2 		$16.9M Buy
58,394
+3,859
+7% +$1.08M 0.78% 34
2021
Q1 		$15M Buy
54,535
+3,100
+6% +$874K 0.79% 32
2020
Q4 		$13.8M Buy
51,435
+1,251
+2% +$303K 0.99% 26
2020
Q3 		$10.8M Sell
50,184
-4,054
-7% -$856K 0.94% 30
2020
Q2 		$10.8M Buy
54,238
+4,145
+8% +$748K 1.03% 29
2020
Q1 		$7.53M Buy
50,093
+1,089
+2% +$202K 0.78% 36
2019
Q4 		$9.74M Buy
49,004
+421
+0.9% +$79.9K 0.82% 32
2019
Q3 		$8.84M Buy
48,583
+6,034
+14% +$1.12M 0.83% 29
2019
Q2 		$7.92M Sell
42,549
-2,783
-6% -$506K 0.78% 32
2019
Q1 		$8.15M Buy
45,332
+1,026
+2% +$176K 0.85% 28
2018
Q4 		$6.67M Sell
44,306
-2,187
-5% -$361K 0.8% 28
2018
Q3 		$8.71M Buy
46,493
+15,402
+50% +$2.83M 0.89% 24
2018
Q2 		$5.47M Buy
31,091
+642
+2% +$110K 0.61% 29
2018
Q1 		$4.99M Buy
30,449
+22,890
+303% +$3.78M 0.66% 26
2017
Q4 		$1.22M Buy
7,559
+806
+12% +$127K 0.18% 61
2017
Q3 		$1.03M Buy
6,753
+3,166
+88% +$465K 0.16% 65
2017
Q2 		$523K Buy
+3,587
New +$514K 0.09% 116
2015
Q2 		– Sell
-3,178
Closed -$419K – 158
2015
Q1 		$419K Buy
+3,178
New +$411K 0.18% 99

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

Moneta Group Investment Advisors's VBK Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 5.8% in Q1 2026, buying an estimated $9.22M and bringing the position to 536,196 shares worth $162M. The position accounts for 1.22% of the portfolio, ranked #19.

Moneta Group Investment Advisors first reported a position in VBK in Q1 2015 and has held it in 37 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Moneta Group Investment Advisors held 536,196 shares of Vanguard Small-Cap Growth ETF worth $162M as of Q1 2026.
  • Moneta Group Investment Advisors bought 29,351 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $9.22M.
  • Vanguard Small-Cap Growth ETF made up 1.22% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2015 and has held it in 37 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.