Paces Ferry Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Paces Ferry 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	$3.26M	Buy	10,782 +82	+0.8%	+$25.8K	1.35%	19
2025 Q4	$3.23M	Buy	10,700 +493	+5%	+$149K	1.31%	20
2025 Q3	$3.04M	Buy	10,207 +49	+0.5%	+$14.1K	1.26%	21
2025 Q2	$2.81M	Buy	10,158 +1,627	+19%	+$419K	1.29%	19
2025 Q1	$2.15M	Buy	8,531 +752	+10%	+$208K	1.07%	23
2024 Q4	$2.18M	Buy	7,779 +824	+12%	+$233K	1.06%	26
2024 Q3	$1.86M	Buy	6,955 +497	+8%	+$127K	1.07%	25
2024 Q2	$1.62M	Buy	6,458 +642	+11%	+$160K	0.97%	27
2024 Q1	$1.52M	Buy	+5,816	New	+$1.43M	0.97%	28

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

Paces Ferry Wealth Advisors's VBK Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.77% in Q1 2026, buying an estimated $25.8K and bringing the position to 10,782 shares worth $3.26M. The position accounts for 1.35% of the portfolio, ranked #19.

Paces Ferry Wealth Advisors first reported a position in VBK in Q1 2024 and has held it in 9 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Paces Ferry Wealth Advisors held 10,782 shares of Vanguard Small-Cap Growth ETF worth $3.26M as of Q1 2026.
Paces Ferry Wealth Advisors bought 82 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $25.8K.
Vanguard Small-Cap Growth ETF made up 1.35% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Paces Ferry Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.