Pacific Center for Financial Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Pacific Center for Financial Services’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 Q2	–	Sell	-5	Closed	-$1.26K	–	472
2025 Q1	$1.26K	Hold	5	–	–	﹤0.01%	424
2024 Q4	$1.4K	Buy	+5	New	+$1.41K	﹤0.01%	422

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pacific Center for Financial Services's VBK Position: Q2 2025 in Review

Pacific Center for Financial Services sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 5 shares — an estimated $1.26K sold.

Pacific Center for Financial Services first reported a position in VBK in Q4 2024 and held it in 2 quarters. The position peaked at $1.4K in Q4 2024. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Pacific Center for Financial Services reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Pacific Center for Financial Services sold 5 Vanguard Small-Cap Growth ETF shares in Q2 2025, an estimated $1.26K.
Pacific Center for Financial Services first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
Pacific Center for Financial Services's Vanguard Small-Cap Growth ETF position peaked at $1.4K in Q4 2024.
1,097 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2025.

Based on Pacific Center for Financial Services's 13F filing for Q2 2025, filed 18 Aug 2025.