Novus Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Novus 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
2025 Q1	–	Sell	-996	Closed	-$279K	–	121
2024 Q4	$279K	Buy	+996	New	+$282K	0.28%	84

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Novus Advisors's VBK Position: Q1 2025 in Review

Novus Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 996 shares — an estimated $279K sold.

Novus Advisors first reported a position in VBK in Q4 2024 and held it in 1 quarter. The position peaked at $279K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

Novus Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Novus Advisors sold 996 Vanguard Small-Cap Growth ETF shares in Q1 2025, an estimated $279K.
Novus Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
Novus Advisors's Vanguard Small-Cap Growth ETF position peaked at $279K in Q4 2024.
1,077 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2025.

Based on Novus Advisors's 13F filing for Q1 2025, filed 9 May 2025.