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

&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 		$9.03M Buy
29,901
+7,999
+37% +$2.51M 0.04% 356
2025
Q4 		$6.61M Buy
21,902
+1,358
+7% +$410K 0.03% 408
2025
Q3 		$6.11M Buy
20,544
+1,083
+6% +$313K 0.04% 372
2025
Q2 		$5.39M Sell
19,461
-46
-0.2% -$11.8K 0.04% 354
2025
Q1 		$4.93M Buy
19,507
+1,973
+11% +$547K 0.05% 296
2024
Q4 		$5.01M Buy
17,534
+9,079
+107% +$2.57M 0.06% 276
2024
Q3 		$2.26M Buy
8,455
+1,967
+30% +$504K 0.04% 343
2024
Q2 		$1.62M Buy
6,488
+4,118
+174% +$1.03M 0.07% 241
2024
Q1 		$577K Buy
2,370
+964
+69% +$237K 0.08% 243
2023
Q4 		$300K Buy
+1,406
New +$305K 0.07% 209

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's VBK Position: Q1 2026 in Review

&Partners increased its Vanguard Small-Cap Growth ETF (VBK) stake by 37% in Q1 2026, buying an estimated $2.51M and bringing the position to 29,901 shares worth $9.03M. The position accounts for 0.04% of the portfolio, ranked #356.

&Partners first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • &Partners held 29,901 shares of Vanguard Small-Cap Growth ETF worth $9.03M as of Q1 2026.
  • &Partners bought 7,999 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $2.51M.
  • Vanguard Small-Cap Growth ETF made up 0.04% of &Partners's portfolio in Q1 2026, its #356 holding.
  • &Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.