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PFG Private Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

PFG Private Wealth Management’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
Q4 		– Sell
-7,817
Closed -$2.33M – 144
2025
Q3 		$2.33M Buy
+7,817
New +$2.26M 1.04% 32
2021
Q4 		– Sell
-4
Closed -$1K – 339
2021
Q3 		$1K Buy
+4
New +$1.15K ﹤0.01% 297

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

PFG Private Wealth Management's VBK Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 7,817 shares — an estimated $2.33M sold.

PFG Private Wealth Management first reported a position in VBK in Q3 2021 and held it in 2 quarters. The position peaked at $2.33M in Q3 2025. 1,209 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 7,817 Vanguard Small-Cap Growth ETF shares in Q4 2025, an estimated $2.33M.
  • PFG Private Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $2.33M in Q3 2025.
  • 1,209 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.