Obermeyer Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Obermeyer Wealth Partners’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	$203K	Hold	672	–	–	0.01%	292
2025 Q4	$203K	Buy	+672	New	+$203K	0.01%	284
2023 Q1	–	Sell	-3,600	Closed	-$722K	–	238
2022 Q4	$722K	Hold	3,600	–	–	0.05%	89
2022 Q3	$702K	Hold	3,600	–	–	0.06%	78
2022 Q2	$709K	Sell	3,600 -247	-6%	-$53.5K	0.05%	85
2022 Q1	$955K	Hold	3,847	–	–	0.06%	77
2021 Q4	$1.08M	Hold	3,847	–	–	0.06%	73
2021 Q3	$1.08M	Buy	3,847 +247	+7%	+$70.7K	0.06%	71
2021 Q2	$1.04M	Hold	3,600	–	–	0.06%	78
2021 Q1	$989K	Sell	3,600 -61	-2%	-$17.2K	0.06%	78
2020 Q4	$980K	Hold	3,661	–	–	0.07%	62
2020 Q3	$787K	Hold	3,661	–	–	0.06%	63
2020 Q2	$731K	Sell	3,661 -61	-2%	-$11K	0.06%	59
2020 Q1	$559K	Buy	3,722 +61	+2%	+$11.3K	0.06%	58
2019 Q4	$727K	Buy	3,661 +61	+2%	+$11.6K	0.06%	64
2019 Q3	$655K	Buy	+3,600	New	+$670K	0.06%	64
2013 Q3	–	Sell	-94	Closed	-$10K	–	269
2013 Q2	$10K	Buy	+94	New	+$9.51K	﹤0.01%	269

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

Obermeyer Wealth Partners's VBK Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 672 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #292.

Obermeyer Wealth Partners first reported a position in VBK in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2021. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Obermeyer Wealth Partners held 672 shares of Vanguard Small-Cap Growth ETF worth $203K as of Q1 2026.
Obermeyer Wealth Partners left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Small-Cap Growth ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #292 holding.
Obermeyer Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q2 2013 and has held it in 17 quarters since.
Obermeyer Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $1.08M in Q4 2021.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.