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Partners in Financial Planning’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Partners in Financial Planning’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 		$20.2M Buy
66,835
+789
+1% +$248K 3.35% 8
2025
Q4 		$20M Sell
66,046
-292
-0.4% -$88.1K 3.38% 8
2025
Q3 		$19.7M Sell
66,338
-230
-0.3% -$66.4K 3.41% 8
2025
Q2 		$18.4M Buy
66,568
+1,389
+2% +$358K 3.4% 8
2025
Q1 		$16.4M Buy
65,179
+1,967
+3% +$545K 3.3% 8
2024
Q4 		$17.7M Sell
63,212
-463
-0.7% -$131K 3.61% 8
2024
Q3 		$17M Sell
63,675
-487
-0.8% -$125K 3.43% 8
2024
Q2 		$16M Sell
64,162
-121
-0.2% -$30.2K 3.49% 8
2024
Q1 		$16.8M Buy
64,283
+96
+0.1% +$23.6K 3.73% 8
2023
Q4 		$15.5M Buy
64,187
+1,413
+2% +$307K 3.64% 8
2023
Q3 		$13.4M Buy
62,774
+3,158
+5% +$718K 3.46% 8
2023
Q2 		$13.7M Sell
59,616
-552
-0.9% -$120K 3.49% 8
2023
Q1 		$13M Buy
60,168
+674
+1% +$146K 3.43% 8
2022
Q4 		$11.8M Sell
59,494
-1,132
-2% -$232K 3.27% 8
2022
Q3 		$12.7M Buy
60,626
+6,866
+13% +$1.47M 3.62% 8
2022
Q2 		$12M Buy
53,760
+2,757
+5% +$598K 3.81% 7
2022
Q1 		$11.7M Buy
51,003
+1,772
+4% +$436K 3.68% 9
2021
Q4 		$12.1M Buy
49,231
+1,717
+4% +$492K 3.69% 7
2021
Q3 		$13.3M Sell
47,514
-959
-2% -$275K 4.15% 7
2021
Q2 		$14M Buy
+48,473
New +$13.6M 4.4% 7

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Partners in Financial Planning's VBK Position: Q1 2026 in Review

Partners in Financial Planning increased its Vanguard Small-Cap Growth ETF (VBK) stake by 1.2% in Q1 2026, buying an estimated $248K and bringing the position to 66,835 shares worth $20.2M. The position accounts for 3.35% of the portfolio, ranked #8.

Partners in Financial Planning first reported a position in VBK in Q2 2021 and has held it in 20 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Partners in Financial Planning held 66,835 shares of Vanguard Small-Cap Growth ETF worth $20.2M as of Q1 2026.
  • Partners in Financial Planning bought 789 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $248K.
  • Vanguard Small-Cap Growth ETF made up 3.35% of Partners in Financial Planning's portfolio in Q1 2026, its #8 holding.
  • Partners in Financial Planning first reported a position in Vanguard Small-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.