North Ridge Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

North Ridge Wealth 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	$121K	Hold	400	–	–	0.07%	58
2025 Q4	$121K	Hold	400	–	–	0.07%	53
2025 Q3	$119K	Hold	400	–	–	0.07%	57
2025 Q2	$111K	Hold	400	–	–	0.07%	53
2025 Q1	$101K	Buy	+400	New	+$111K	0.07%	55

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

North Ridge Wealth Advisors's VBK Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 400 shares worth $121K. The position accounts for 0.07% of the portfolio, ranked #58.

North Ridge Wealth Advisors first reported a position in VBK in Q1 2025 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

North Ridge Wealth Advisors held 400 shares of Vanguard Small-Cap Growth ETF worth $121K as of Q1 2026.
North Ridge Wealth Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.07% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #58 holding.
North Ridge Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.