Noble Family Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Noble Family Wealth’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	$2.68M	Sell	8,878 -110	-1%	-$34.6K	0.55%	27
2025 Q4	$2.72M	Sell	8,988 -125	-1%	-$37.7K	0.57%	26
2025 Q3	$2.71M	Hold	9,113	–	–	0.6%	26
2025 Q2	$2.52M	Buy	9,113 +2,716	+42%	+$699K	0.62%	26
2025 Q1	$1.61M	Sell	6,397 -433	-6%	-$120K	0.44%	31
2024 Q4	$1.92M	Hold	6,830	–	–	0.53%	29
2024 Q3	$1.83M	Sell	6,830 -100	-1%	-$25.6K	0.49%	31
2024 Q2	$1.73M	Sell	6,930 -150	-2%	-$37.4K	0.5%	32
2024 Q1	$1.85M	Sell	7,080 -50	-0.7%	-$12.3K	0.53%	31
2023 Q4	$1.72M	Hold	7,130	–	–	0.52%	33
2023 Q3	$1.53M	Hold	7,130	–	–	0.52%	34
2023 Q2	$1.64M	Sell	7,130 -80	-1%	-$17.4K	0.53%	34
2023 Q1	$1.56M	Buy	+7,210	New	+$1.56M	0.53%	34

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Noble Family Wealth's VBK Position: Q1 2026 in Review

Noble Family Wealth reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 1.2% in Q1 2026, selling an estimated $34.6K and leaving 8,878 shares worth $2.68M. The position accounts for 0.55% of the portfolio, ranked #27.

Noble Family Wealth first reported a position in VBK in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.72M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Noble Family Wealth held 8,878 shares of Vanguard Small-Cap Growth ETF worth $2.68M as of Q1 2026.
Noble Family Wealth sold 110 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $34.6K.
Vanguard Small-Cap Growth ETF made up 0.55% of Noble Family Wealth's portfolio in Q1 2026, its #27 holding.
Noble Family Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's Vanguard Small-Cap Growth ETF position peaked at $2.72M in Q4 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.